Edward Gay (CRD# 5305310) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 16 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 2931681
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Worcester, MA | Jul 2017 - Current | 6 |
| Integrated Wealth Concepts LLC | Worcester, MA | Jul 2017 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- MA
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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)
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