Edward GayCRD Number: 5305310
Current Firm: Integrated Wealth Concepts LLC
Edward Gay (CRD# 5305310) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 14 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Lpl Financial LLC
Bolton Global Asset Management
|Lpl Financial, LLC||Worcester, MA||Jul 2017 - Current||4|
|Integrated Wealth Concepts LLC||Worcester, MA||Jul 2017 - Current||4|
|Mml Investors Services, LLC||Worcester, MA||Mar 2017 - Jul 2017||< 1|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jul 2016 - Jul 2017||1|
|Msi Financial Servoces||Worcester, MA||Jul 2016 - Mar 2017||< 1|
|Metlife Securities Inc.||Worcester, MA||Jan 2015 - Jul 2016||1|
|New England Securities||Boston, MA||Apr 2014 - Jan 2015||< 1|
|Mml Investors Services, LLC||Boston, MA||Jan 2013 - May 2014||1|
|Massmutual Life Insurance Company||Boston, MA||Nov 2012 - May 2014||1|
|Guardian Investor Services LLC||Seattle, WA||Mar 2007 - Oct 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management5,005MILLIONS
Total Number of Accounts19,831ACCOUNTS
Average Account Value$252,386
- 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)
AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, WA, WY
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