Shannon
Heap
Integrated Wealth Concepts LLC
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About this Advisor
Shannon Heap is a financial advisor based in New London, Connecticut, working with Integrated Wealth Concepts LLC. Shannon has previously held positions at Aldrich, Perkins, Mulcahy & Heap, LLC, Lincoln Financial Advisors Corporation, Lpl Financial, LLC, and Integrated Wealth Concepts, LLC. Shannon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Shannon is part of Integrated Wealth Concepts LLC, which operates out of New London, Connecticut. 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
Shannon Heap Work History
Lpl Financial, LLC
Integrated Wealth Concepts, LLC
Lincoln Financial Advisors Corporation
Aldrich, Perkins, Mulcahy & Heap, LLC
Disclosures
Please visit the SEC profile of Shannon Heap 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
Braintree, MA
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