Michael Dionne, financial advisor Marshfield MA
71 score

Michael Dionne

CRD Number: 1226262
Current Firm: Integrated Wealth Concepts LLC

Michael Dionne (CRD# 1226262) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Marshfield, MA and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Integrated Wealth Concepts LLC Marshfield, MA Sep 2016 - Current 1
Lpl Financial, LLC Rockland, MA Sep 2016 - Current 1
Lincoln Financial Advisors Hingham, MA Dec 2015 - Sep 2016 < 1
Investment Professionals Inc. San Antonio, TX Jul 2011 - Dec 2015 4
Citizens Financial Services Inc. Norwood, MA Jul 2001 - Jul 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael P. Dionne
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    550
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

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BADGES
71

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