William George Yocius
Investment adviser representative at Integrated Advisors Network LLC
11 yearsExperience
3 statesRegistered in
$5.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Integrated Advisors Network, LLCAug 2018 to now
- Shields Capital Advisors IncApr 2018 to Aug 2018
- Mitchell, Vaught & Taylor, Inc.Aug 2007 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, WI).
Integrated Advisors Network LLC
$5.5BAssets managed
7,612Clients
79Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4741695
- Firm CRD
- 171991