Pamela
Rodriguez
Integrated Wealth Concepts LLC
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About this Advisor
Pamela Rodriguez is a financial advisor based in Golden, Colorado, working with Integrated Wealth Concepts LLC. Pamela has previously held positions at First Command Financial Planning, Inc, First Command Financial Services, Inc, Lpl Financial LLC, Davinci Financial Designs, LLC, and Integrated Wealth Concepts, LLC. Pamela has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Texas, and Virginia. Currently, Pamela is part of Integrated Wealth Concepts LLC, which operates out of Golden, 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
Pamela Rodriguez Work History
Integrated Wealth Concepts, LLC
Lpl Financial LLC
Davinci Financial Designs, LLC
First Command Financial Planning, Inc
First Command Financial Services, Inc
Disclosures
Please visit the SEC profile of Pamela Rodriguez 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
Leominster, MA
Great Falls, MT
New Bedford, MA
Waltham, MA
Gig Harbor, WA
Braintree, MA
Waltham, MA
Cranston, RI
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