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Thomas Haywood Sarkes

Investment adviser representative at Integrated Advisors Network LLC
13 yearsExperience
2 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

13 years in the industry.

  1. Integrated Advisors Network, LLCDec 2024 to now
  2. Financial Foundations, Inc.Dec 2024 to now
  3. Wells Fargo Clearing Services, LLCFeb 2023 to Dec 2024
  4. The Marshall Financial Group LLCJul 2021 to Jun 2022
  5. Purshe Kaplan Sterling InvestmentsApr 2021 to Feb 2023
  6. Marshall Financial GroupMar 2021 to Jun 2022
  7. Metropolis Capital AdvisorsApr 2020 to Feb 2021
  8. T Rowe PriceSep 2018 to Feb 2020
  9. UnemployedMay 2018 to Sep 2018
  10. Vail ResortsNov 2017 to Apr 2018
  11. Camp Kieve for BoysJun 2013 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (MD, TX).

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
7021740
Firm CRD
171991
Advisor's SEC record (opens in a new tab)
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