Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $7,465,967,800 in 17,089 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management7,466MILLION
-
Total Number of Accounts17,089ACCOUNTS
-
Average Account Value$436,887
- 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)
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
Maria Coclin (CRD# 5670070) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 14 years of experience in the finance industry.
Dierdre Collins (CRD# 2428231) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry.
Jeremy Commeret (CRD# 4696012) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Visalia, CA and has over 20 years of experience in the finance industry.
Robert Conaty (CRD# 1441115) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Boston, MA and has over 35 years of experience in the finance industry.
Christopher Conner (CRD# 3220459) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fresno, CA and has over 23 years of experience in the finance industry. Christopher Conner 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.
Melissa Cournyer (CRD# 6244893) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Gig Harbor, WA and has over 9 years of experience in the finance industry.
Jeffrey Cowling (CRD# 1938560) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 21 years of experience in the finance industry. Jeffrey Cowling 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.
Ryan Damaso (CRD# 5742387) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 12 years of experience in the finance industry.
Thomas Davis (CRD# 1463278) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Roanoke, VA and has over 37 years of experience in the finance industry.
Brian Dawahare (CRD# 2891291) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Louisville, KY and has over 26 years of experience in the finance industry.