Patrick Edward White
Investment Adviser Representative at Integrated Advisors Network LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Edward White is an investment adviser representative with Integrated Advisors Network LLC in Menlo Park, CA, where they have been registered since 2017. They have worked in the securities industry since 1997 and have been registered with 3 firms, including Concert Wealth Management and UBS Financial Services Inc. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedOct 1985 – Feb 2023Menlo Park, CA
- Concert Wealth Management, Inc.Dec 2009 – Aug 2017Menlo Park, CA
- Integrated Advisors Network, LLCAug 2017 – no end date reportedDallas, TX
- Menlo Oaks Capital Group, LLCAug 2017 – no end date reportedMenlo Park, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrated Advisors Network LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $50,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 84
- Offices listed on AdvisorFinder:
- 44
- Main office:
- Dallas, TX
- SEC file number:
- 801-96203
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Integrated Advisors Network LLC
Showing 12 of 84 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Edward White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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