Mount Airy, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,444,193,153
ClientsTotal clients
7,363
AdvisorsAdvisors at this office
3
Of 80 advisors across 46 offices
Location
602 Center Street, Suite 105
Mount Airy MD 21771
Advisors at this office
3
Advisors at this office
Mark H
CFP®, CFA®, Series 66
Mount Airy, MD
Integrated Advisors Network LLC
Mark Huber Jr. is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. He currently works at Integrated Advisors Network LLC, where he has been since 2022, and has prior experience at Bolder, LLC, DFPG Investments, Inc., and Financial Foundations, Inc. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment approaches and frequently utilizes third-party sub-adviser platforms.
Thomas S
Series 63, Series 65
Mount Airy, MD
Integrated Advisors Network LLC
Thomas Sarkes is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Purshe Kaplan Sterling Investments, and T Rowe Price. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base that includes individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a mix of fundamental and quantitative strategies, incorporating third-party sub-adviser platforms and private fund investments as part of its tailored client solutions.
Eric M
CFP®, Series 63, Series 65
Mount Airy, MD
Integrated Advisors Network LLC
Eric Meushaw is a CFP® professional with 23 years of industry experience, currently serving at Integrated Advisors Network LLC. He has been affiliated with Integrated Advisors Network and DFPG Investments, Inc. since 2015 and has led Financial Foundations, Inc. since 1998. In addition to his advisory roles, he owns and manages a consulting firm, H&M Strategic Consulting, LLC. Integrated Advisors Network is an SEC-registered multi-team adviser providing portfolio management, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporate entities. The firm employs a range of investment strategies and frequently utilizes third-party sub-advisers while overseeing portfolio management and rebalancing.
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