Martin Bodner (CRD# 1180644) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lincoln, RI and has over 37 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts, LLC | Simsbury, CT | Jul 2021 - Current | 2 |
| Lpl Financial, LLC | Simsbury, CT | Jul 2021 - Current | 2 |
| Coburn & Meredith, Inc. | Hartford, CT | Jan 1990 - Jul 2021 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
- FL
- RI
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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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