Luke
Schork
Integrated Wealth Concepts LLC
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About this Advisor
Luke Schork is a financial advisor based in Carlsbad, California, working with Integrated Wealth Concepts LLC. Luke has previously held positions as a student, at Lpl Financial, LLC, Independent Financial Partners, and Integrated Wealth Concepts, LLC. Luke has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Luke is part of Integrated Wealth Concepts LLC, which operates out of Carlsbad, 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
Luke Schork Work History
Integrated Wealth Concepts, LLC
Lpl Financial, LLC
Independent Financial Partners
Student
Disclosures
Please visit the SEC profile of Luke Schork 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
Leominster, MA
Waltham, MA
Waltham, MA
Worcester, MA
Gig Harbor, WA
Denver, CO
Waltham, MA
Great Falls, MT
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