Timothy
Riis
Integrated Wealth Concepts LLC
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About this Advisor
Timothy Riis is a financial advisor based in San Diego, California, working with Integrated Wealth Concepts LLC. Timothy has previously held positions at Integrated Wealth Concepts, LLC, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Lpl Financial LLC. Timothy has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Timothy 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
Timothy Riis Work History
Integrated Wealth Concepts, LLC
Lpl Financial LLC
The Lincoln National Life Insurance Company
Lincoln Financial Advisors Corporation
Disclosures
Please visit the SEC profile of Timothy Riis 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
Denver, CO
Waltham, MA
New Bedford, MA
Saint Joseph, MO
Gig Harbor, WA
Waltham, MA
Great Falls, MT
Braintree, MA
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