Integrated Wealth Coaching, LLC

Integrated Wealth Coaching, LLC (CRD# 172721) is a financial advisory firm headquartered in Milford, CT. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Integrated Wealth Coaching, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Harvey Weinstein
CRD#: 704536
209 Boston Post Road, Milford, CT 06460
96
Wealthminder
score

Harvey Weinstein (CRD# 704536) is an Investment Advisor Representative working at Integrated Wealth Coaching, LLC in Milford, CT and has over 24 years of experience in the finance industry. Harvey Weinstein 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.