Mark
Bailey

Integrated Advisors Network LLC

CRD#6040900
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Bailey is a financial advisor based in Dallas, Texas, working with Integrated Advisors Network LLC. Mark has previously held positions at Mml Investors Services LLC, Massmutual Life Insurance Company, Cambridge Investment Research, Inc, Pr Wealth Management Group, Inc, Legacy Wealth Management Group, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Select Wealth Advisers, Purshe Kaplan Sterling Investments, and Integrated Advisors Network. Mark has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Nevada. Currently, Mark is part of Integrated Advisors Network LLC, which operates out of Dallas, Texas. The firm has 39 offices and 90 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

8117 Preston Rd Suite 300
Dallas, TX 75225

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,214,775,861

TX Average: $3,042,739,679
Total Number of Employees

90

TX Average: 49
Total Number of Accounts

11,998

TX Average: 2,315
Average Account Size

$351,290

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Mark Bailey Work History

2021 - Present (4 years)

Purshe Kaplan Sterling Investments

2021 - Present (4 years)

Intergrated Advisors Network

2020 - Present (5 years)

Select Wealth Advisers

2020 - 2021 (1 year)

Cambridge Investment Research Advisors, Inc

2020 - 2021 (1 year)

Cambridge Investment Research

2017 - 2017 (< 1 year)

Cambridge Investment Research, Inc

2017 - 2019 (2 years)

Pr Wealth Management Group, Inc

2017 - 2020 (3 years)

Legacy Wealth Management Group

2012 - 2017 (5 years)

Mml Investors Services LLC

2012 - 2017 (5 years)

Massmutual Life Insurance Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Bailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Advisors Network LLC

Dennis Hoffman
Dallas, TX
Amanda Klug
Kirkland, WA
Anna Militello
O Fallon, IL
Janet Galloway
Dallas, TX
Allyson Conway
Dallas, TX
Audra Mallow
Pacific Palisades, CA
Douglas Shultz
San Diego, CA
David Sztrom
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started