Anthony Designor (CRD# 5623514) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Woodland Park, CO and has over 14 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Woodland Park, CO | Jun 2017 - Current | 6 |
| Integrated Wealth Concepts, LLC | Woodland Park, CO | Jun 2017 - Current | 6 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jun 2017 | 2 |
| Morgan Stanley Smith Barney LLC | Chicago, IL | Jun 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- CO
- LA
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Total Assets Under Management12,394MILLIONS
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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