Arthur Arsenault (CRD# 6571526) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | Jan 2017 - Current | 6 |
| Lpl Financial LLC | Waltham, MA | Nov 2016 - Current | 7 |
| Arsenault And Cline, Cpas, Inc. | Lynnfield, MA | Jan 2007 - Current | 16 |
| Lincoln Financial Advisors | Lynnfield, MA | Sep 2016 - Dec 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- MA
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Total Assets Under Management7,466MILLIONS
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Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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