Peter Gaines (CRD# 710248) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chatham, MA and has over 43 years of experience in the finance industry.
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
CRD# 1423668
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Chatham, MA | Oct 2016 - Current | 7 |
Integrated Wealth Concepts LLC | Chatham, MA | Oct 2016 - Current | 7 |
Lincoln Financial Advisors | Waltham, MA | Sep 2006 - Oct 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1980 |
- MA
-
Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
-
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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