John Frongillo, financial advisor Worcester MA

John Frongillo

CRD Number: 2353800
Current Firm: Integrated Wealth Concepts LLC

John Frongillo (CRD# 2353800) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Worcester, MA Oct 2016 - Current 7
Integrated Wealth Concepts LLC Worcester, MA Oct 2016 - Current 7
Lincoln Financial Advisors Worchester, MA Jan 2007 - Oct 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for John R. Frongillo
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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