Linda Pix, Co-Founder & Chief Business Development Officer, Integrated Advisors Network met with Julie Cooling, Founder & CEO, RIA Channel to discuss how her firm supports independent advisors and their businesses.
Integrated Advisors Network, a Southern California based RIA, manages over $1 billion in client assets and is made up of more than 30 office locations across the United States. Operating under the “supported independence” model, this flourishing network of advisors was named as a Top 100 Wealth Manager by RIA Channel in 2019, and ultimately aims to put independent advisors in position to successfully grow their businesses.
Founded in 2015, Integrated Advisors Network was designed with entrepreneurs and small business owners in mind. The conglomerate of sorts, co-founded by Linda Pix, offers independent advisors and small RIAs the freedom of running their own business, under their brand name, but with the resources of a large, experienced RIA behind them. Advisor members enjoy back office, compliance, and technical support along with a database of national partners and resources, without having to give up their independence. Additionally, the Integrated Advisors Network open architecture platform gives advisors total control over their investment decisions, while also allowing them to benefit from economies of scale.
From her own experiences, Pix has a deep understanding of the challenges and obstacles facing RIAs and business owners today. Prior to co-founding the Integrated Advisors Network, Pix served as the Vice President of Sales and Relationship Management at Fidelity Investments Institutional Wealth Services and focused on the growth and development of RIAs and their owners. In Pix’s current role as a Chief Business Development Officer, she works with advisors to provide assistance in operational support, advisory firm structures, and career transition implementation. Pix believes the Integrated Advisors Network gives advisors the security of an experienced and well-developed firm, while gaining the independence of their own RIA.
For more information, visit: IntegratedAdvisorsNetwork.com.