Independent Advisor Alliance
41yrs
Top advisor by experience in Belmont
8yrs
Allyson Conway Sacratini
Financial advisor at Integrated Advisors Network
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeBelmont, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
States licensed ?1 state
Services through Integrated Advisors Network
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowIntegrated Advisors Network LLCCurrent firm
Questions to ask Allyson
Tailored to Allyson’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Allyson
How do I contact Allyson?
Call Integrated Advisors Network at 855-729-4222 and ask for Allyson Conway Sacratini. Allyson works from the Belmont, NC office.
How long has Allyson been a financial advisor?
Allyson has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Allyson hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Allyson a fiduciary?
Allyson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allyson paid?
Integrated Advisors Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Allyson for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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