Christopher AldrichCRD Number: 6439918
Current Firm: Integrated Wealth Concepts LLC
Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Upper Left Wealth Management, LLC
Citizens Securities, Inc.
|Integrated Wealth Concepts LLC||Waterford, CT||Jan 2017 - Current||6|
|Lpl Financial LLC||Waterford, CT||Dec 2016 - Current||6|
|Aldrich, Mulchany & Associates||Waterford, CT||May 2009 - Current||14|
|Axa Advisors, LLC||New York, NY||Jun 2015 - Dec 2016||1|
|Aldrich, Perkins, Mulcahy & Heap, LLC||Waterford, CT||Jul 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2015|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management7,466MILLIONS
Total Number of Accounts17,089ACCOUNTS
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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