Michael
Muniz
Integrated Wealth Concepts LLC
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About this Advisor
Michael Muniz is a financial advisor based in San Diego, California, working with Integrated Wealth Concepts LLC. Michael has previously held positions at Dividend Capital Securities, LLC, Lincoln Financial Advisors Corporation, Lpl Financial, LLC, and Integrated Wealth Concepts, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael 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
Michael Muniz Work History
Lpl Financial, LLC
Integrated Wealth Concepts, LLC
Lincoln Financial Advisors Corporation
Dividend Capital Securities, LLC
Disclosures
Please visit the SEC profile of Michael Muniz 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
Naperville, IL
Worcester, MA
Gig Harbor, WA
Leominster, MA
Waltham, MA
Great Falls, MT
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