Peter Gaide (CRD# 1103567) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bennet, NE and has over 33 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts | Waltham, MA | Jun 2023 - Current | < 1 |
| Prism Financial Strategies, LLC | Englewood, CO | Jun 2020 - Jun 2023 | 3 |
| Cornerstone Capital Advisors | Lakewood, CO | Mar 1994 - Jul 2020 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- CO
- NE
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Total Assets Under Management12,394MILLIONS
-
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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