Eric John Olney
Investment adviser representative at Integrated Advisors Network LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.5BFirm assets
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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
13 years in the industry.
- Integrated Advisors Network, LLCSep 2023 to now
- Capital City Financial PartnersSep 2023 to now
- From Sea To Shining LLCMay 2021 to now
- HomemakerFeb 2022 to Sep 2023
- Shum Financial Group, Inc.Jun 2017 to Feb 2023
- Girard Securities, Inc.Jun 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5626496
- Firm CRD
- 171991