James
Haug
Integrated Wealth Concepts LLC
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About this Advisor
James Haug is a financial advisor operating out of San Diego, California. Haug is currently employed by Integrated Wealth Concepts LLC. Throughout their career, Haug has worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Inc, Coast/Shorebreak Volleyball Club, Boys & Girls Club Of South County, East Village Association, Otay Ranch High School, La Jolla High School, East Village Tax, Lpl Financial LLC and Integrated Wealth Concepts, LLC. Haug has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Integrated Wealth Concepts LLC is an advisory firm that has its headquarters in Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 advisors. It handles $8 billion in assets among its 17,089 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 24 charitable organizations. Of its 17,089 customer accounts, 37% are held by high-net-worth investors who have at least $1 million in investable assets. Integrated Wealth Concepts LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on the type of services. Fee types charged by Integrated Wealth Concepts LLC can include any combination 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
James Haug Work History
James has been registered as a financial advisor for 0 years.*
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
Boys & Girls Club Of South County
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies, Inc
*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 James Haug 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
Solana Beach, CA
Waltham, MA
Saint Joseph, MO
Solana Beach, CA
Northbrook, IL
Rockland, MA
Huntington Beach, CA
Waltham, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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