Adrian
Duran
Integrated Wealth Concepts LLC
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About this Advisor
Adrian Duran is a financial advisor based in Denver, Colorado, working with Integrated Wealth Concepts LLC. Adrian has previously held positions at Avant-Garde Advisors LLC, Jackson National Life Distributors LLC, National Planning Holdings, Cetera Advisors LLC, Cetera Advisors, Prosperity Network Of Advisors, Lpl Financial, Integrated Wealth Concepts, LLC, and Cetera Advisor Networks. Adrian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Colorado. Currently, Adrian is part of Integrated Wealth Concepts LLC, which operates out of Denver, Colorado. 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
Adrian Duran Work History
Lpl Financial
Integrated Wealth Concepts, LLC
Cetera Advisors
Prosperity Network Of Advisors
Cetera Advisors LLC
Cetera Advisor Networks
Jackson National Life Distributors LLC
National Planning Holdings
Avant-Garde Advisors LLC
Disclosures
Please visit the SEC profile of Adrian Duran 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
Waltham, MA
Chesapeake, VA
Waltham, MA
Denver, CO
Gig Harbor, WA
Waltham, MA
Worcester, MA
Great Falls, MT
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