Cody
Twombley
Integrated Wealth Concepts LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Cody Twombley is a financial advisor working out of Waltham, Massachusetts who has 2 years of industry experience. Twombley currently works for Integrated Wealth Concepts LLC. Twombley has gained experience at Manchester Memorial High School, Phillips Exeter Academy, University Of New Hampshire, Babson College, Goldenrod Restaurant, Daniel Webster Council, Minim Inc, University System Of New Hampshire, Lpl Financial LLC and Integrated Wealth Concepts, LLC. Twombley maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Integrated Wealth Concepts LLC is a business headquartered in Waltham, MA. The company has offices in 57 locations and a total of 178 advisors. It administers $8 billion in total assets across its 17,089 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 17,089 customer accounts, 37% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which service is offered. However, fees billed by Integrated Wealth Concepts LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Cody Twombley Work History
Cody has been registered as a financial advisor for 2 years.*
Integrated Wealth Concepts, LLC
Lpl Financial LLC
Babson College
Minim Inc
University Of New Hampshire
Daniel Webster Council
University System Of New Hampshire
Daniel Webster Council
Phillips Exeter Academy
Goldenrod Restaurant
Manchester Memorial High School
*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 Cody Twombley 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
Saint Joseph, MO
Northbrook, IL
Waltham, MA
Rockland, MA
Solana Beach, CA
Solana Beach, CA
Huntington Beach, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
