John Moreno
Investment adviser representative at Integrated Advisors Network LLC
11 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
11 years in the industry.
- Integrated Advisors Network, LLCNov 2025 to now
- Capital City Financial PartnersNov 2025 to now
- Amplified PlanningAug 2025 to Nov 2025
- El Camino High SchoolAug 2022 to Nov 2025
- Ati | Advanced Technology InternationalOct 2021 to Aug 2022
- The CitadelJun 2018 to Oct 2021
- U.S. Marine Corps Forces Special Operations Command (marsoc)Jun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8195056
- Firm CRD
- 171991