James
Haug
Integrated Wealth Concepts LLC
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About this Advisor
James Haug is a financial advisor based in San Diego, California, working with Integrated Wealth Concepts LLC. James has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Inc, Coast/Shorebreak Volleyball Club, East Village Association, Otay Ranch High School, La Jolla High School, East Village Tax, Lpl Financial LLC, and Integrated Wealth Concepts, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, James 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
James Haug Work History
Integrated Wealth Concepts, LLC
East Village Tax
La Jolla High School
East Village Association
Coast/Shorebreak Volleyball Club
Lpl Financial LLC
Otay Ranch High School
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies, Inc
Disclosures
Please visit the SEC profile of James Haug to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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