Michael Farmer, financial advisor Worcester MA

Michael Farmer

CRD Number: 4187890
Current Firm: Integrated Wealth Concepts LLC

Michael Farmer (CRD# 4187890) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 23 years of experience in the finance industry. Michael Farmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Worcester, MA Jan 2017 - Current 7
Integrated Wealth Concepts LLC Worcester, MA Jan 2017 - Current 7
Lincoln Financial Advisors Worcester, MA Dec 2003 - Jan 2017 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Michael S. Farmer
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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