Robert
Vedder
Integrated Wealth Concepts LLC
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About this Advisor
Robert Vedder is a financial advisor based in Tallahassee, Florida, working with Integrated Wealth Concepts LLC. Robert has previously held positions at Northwestern Mutual Life, Northwestern Mutual Investment Services, LLC, Purshe Kaplan Sterling Investments, and Integrated Wealth Concepts, LLC. Robert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, Robert is part of Integrated Wealth Concepts LLC, which operates out of Tallahassee, Florida. 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
Robert Vedder Work History
Integrated Wealth Concepts, LLC
Northwestern Mutual Life
Purshe Kaplan Sterling Investments
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Robert Vedder 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
Denver, CO
Waltham, MA
Saint Joseph, MO
Gig Harbor, WA
Waltham, MA
Worcester, MA
Naperville, IL
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