Vanessa
Pearson

Integrated Wealth Concepts LLC

CRD#3185627
Investment Advisor
in Huntington Beach, CA

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About this Advisor

Vanessa Pearson is a financial advisor working in Huntington Beach, California. Pearson currently works for Integrated Wealth Concepts LLC. During their career, the advisor has held roles at Dw Advisors LLC, Laurel Wealth Adviosrs, Inc, Pearson Advisory Services, LLC and Integrated Wealth Concepts, LLC. Pearson has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in California. Integrated Wealth Concepts LLC is a registered investment company that has its headquarters in Waltham, MA. The firm has offices in 57 locations and a total of 178 financial advisors. It has $8 billion in total assets across its 17,089 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 24 charitable organizations. Of its 17,089 client accounts, 37% are held by high-net-worth investors who have at least $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on the type of financial services. Fee types charged by Integrated Wealth Concepts LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16458 Bolsa Chica Street Suite 545
Huntington Beach, CA 92649

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

CA Average: $16,012,751,954
Total Number of Employees

178

CA Average: 118
Total Number of Accounts

17,089

CA Average: 4,567
Average Account Size

$436,887

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Vanessa Pearson Work History

Vanessa has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Integrated Wealth Concepts, LLC

2013 - Present (11 years)

Laurel Wealth Adviosrs, Inc

2013 - Present (11 years)

Pearson Advisory Services, LLC

2013 - 2013 (< 1 year)

Dw Advisors LLC

*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 Vanessa Pearson 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

Donald Rittenhouse
Solana Beach, CA
Christian Bryant
Saint Joseph, MO
Terrance Arges
Solana Beach, CA
Joseph O'Loughlin
Waltham, MA
Ann Swartz
Rockland, MA
Vanessa Pearson
Huntington Beach, CA
Robert Brown
Waltham, MA
Darren Fabric
Northbrook, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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