Dustin
Metcalf

Integrated Wealth Concepts LLC

CRD#5800968
Investment Advisor
in Palm Desert, CA

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About this Advisor

Dustin Metcalf is a financial advisor based in Palm Desert, California, working with Integrated Wealth Concepts LLC. Dustin has previously held positions at J.P. Morgan Securities LLC, Cashifornia Clothing Co, Laurel Wealth Advisors, Inc, Fourc Financial, LLC, and Integrated Wealth Concepts, LLC. Dustin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Texas, and Washington. Currently, Dustin is part of Integrated Wealth Concepts LLC, which operates out of Palm Desert, 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

73000 Highway 111 Suite 202
Palm Desert, CA 92260

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$12,394,481,000

CA Average: $16,012,751,954
Total Number of Employees

424

CA Average: 118
Total Number of Accounts

44,485

CA Average: 4,567
Average Account Size

$278,622

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dustin Metcalf Work History

2023 - Present (2 years)

Integrated Wealth Concepts, LLC

2021 - Present (4 years)

Fourc Financial, LLC

2021 - 2023 (2 years)

Laurel Wealth Advisors, Inc

2019 - 2021 (2 years)

Cashifornia Clothing Co

2012 - 2021 (9 years)

J.P. Morgan Securities LLC

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Disclosures

Please visit the SEC profile of Dustin Metcalf 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

Rosa Jardim
New Bedford, MA
William Hackler
Leominster, MA
Colby Dobrusin
Waltham, MA
Edward Gay
Worcester, MA
Eric Daniel
Gig Harbor, WA
Ramona Santos
Marlton, NJ
David Dahl
Great Falls, MT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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