James Haug (CRD# 5605947) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 15 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts, LLC | Waltham, MA | Feb 2023 - Current | 1 |
| East Village Tax | San Diego, CA | Jan 2017 - Current | 7 |
| La Jolla High School | La Jolla, CA | Feb 2016 - Current | 8 |
| East Village Association | San Diego, CA | Nov 2012 - Current | 11 |
| Coast/shorebreak Volleyball Club | San Diego, CA | Sep 2010 - Current | 13 |
| Lpl Financial LLC | San Diego, CA | Mar 2018 - Feb 2023 | 4 |
| Waddell & Reed, Inc. | San Diego, CA | Oct 2008 - Mar 2018 | 9 |
| Various Insurance Carriers For W&r Insurance Agencies, Inc. | San Diego, CA | Oct 2008 - Mar 2018 | 9 |
| Otay Ranch High School | Chula Vista, CA | Feb 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- CA
- TX
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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)
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