Christopher
Whalen
Integrated Wealth Concepts LLC
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About this Advisor
Christopher Whalen is a financial advisor based in San Diego, California, working with Integrated Wealth Concepts LLC. Christopher has previously held positions at John Hancock Mutual Life Insurance Company, Signator Investors, Inc, Signature Resources Capital Management, LLC, Massmutual Life Insurance Company, Mml Investors Services LLC, and Integrated Wealth Concepts, LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Florida. Currently, Christopher is part of Integrated Wealth Concepts LLC, which operates out of San Diego, California. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$12,394,481,000
424
44,485
$278,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christopher Whalen Work History
Integrated Wealth Concepts, LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
Signature Resources Capital Management, LLC
John Hancock Mutual Life Insurance Compa
Signator Investors, Inc
Disclosures
Please visit the SEC profile of Christopher Whalen 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
Saint Joseph, MO
Denver, CO
Waltham, MA
New Bedford, MA
Gig Harbor, WA
Leominster, MA
Worcester, MA
Great Falls, MT
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