Lindsay
Blaney
Integrated Wealth Concepts LLC
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About this Advisor
Lindsay Blaney is a certified financial planner operating in Littleton, Colorado with 2 years of industry experience. Blaney is currently employed by Integrated Wealth Concepts LLC. Over the course of their career, Blaney has held roles at Lpl Financial, LLC, Level Four Advisory Services and Integrated Wealth Concepts, LLC. Blaney maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Illinois and Louisiana. Integrated Wealth Concepts LLC is a financial advisory firm operating out of Waltham, MA. It has offices in 57 locations and a total of 178 financial advisors. It administers $8 billion in assets under management between its 17,089 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 24 charities and foundations. Of its 17,089 client accounts, 37% are held by high-net-worth investors who have greater than $1 million in assets. Integrated Wealth Concepts LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules are based on which services are offered. Fees charged by Integrated Wealth Concepts LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Lindsay Blaney Work History
Lindsay has been registered as a financial advisor for 2 years.*
Integrated Wealth Concepts, LLC
Lpl Financial, LLC
Level Four Advisory Services
*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 Lindsay Blaney 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
Northbrook, IL
Saint Joseph, MO
Huntington Beach, CA
Rockland, MA
Solana Beach, CA
Solana Beach, CA
Waltham, MA
Waltham, MA
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.
