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David Neal, financial advisor Stafford Springs CT

David Neal

CRD Number: 4560637
Current Firm: Integrated Wealth Concepts LLC

David Neal (CRD# 4560637) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Stafford Springs, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC South Windsor, CT Jul 2021 - Current 2
Integrated Wealth Concepts Waltham, MA Jul 2021 - Current 2
Coburn & Meredith Inc. Simsbury, CT Sep 2015 - Jul 2021 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2015 < 1
Morgan Stanley Smith Barney Hartford, CT Jul 2012 - Sep 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for David R. Neal
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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