Eric Bressman, financial advisor Naples FL

Eric Bressman

CRD Number: 4742130
Current Firm: Integrated Wealth Concepts LLC

Eric Bressman (CRD# 4742130) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 20 years of experience in the finance industry. Eric Bressman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Integrated Wealth Concepts, LLC Fairfax, VA Apr 2019 - Current 4
Lpl Financial LLC Fairfax, VA Jul 2014 - Nov 2020 6
Davinci Financial Designs LLC Fairfax, VA Aug 2014 - Apr 2019 4
First Command Financial Services, Inc. Fort Worth, TX Mar 2004 - Jul 2014 10
First Command Financial Planning Fort Worth, TX Oct 2003 - Jul 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Eric K. Bressman
Phone Number: (781) 890-3045
Registered State(s):
  • FL
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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