Charles
Morris
Integrated Wealth Concepts LLC
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About this Advisor
Charles Morris is a personal financial specialist operating out of Newport Beach, California who has 2 years of relevant experience. Morris is an employee of Integrated Wealth Concepts LLC. Throughout their career, Morris has worked at Lpl Financial, LLC and Integrated Wealth Concepts (Dba: Integrated Partners). Morris has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Integrated Wealth Concepts LLC is a registered investment firm based in Waltham, MA. The company has offices in 57 locations and a total of 178 financial advisors. It oversees $8 billion in total assets across its 17,089 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 24 charitable organizations. Of its 17,089 accounts, 37% are associated with high-net-worth individuals who have more than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of financial services provided. However, fee types charged by Integrated Wealth Concepts LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Morris Work History
Charles has been registered as a financial advisor for 2 years.*
Integrated Wealth Concepts (Dba: Integrated Partners)
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Concepts LLC
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