Fernando
Perez
Integrated Wealth Concepts LLC
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About this Advisor
Fernando Perez is a financial advisor based in Waltham, Massachusetts, working with Integrated Wealth Concepts LLC. Fernando has previously held positions at Lincoln Financial Advisors, Integrated Wealth Concepts LLC, and Lpl Financial LLC. Fernando has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Fernando is part of Integrated Wealth Concepts LLC, which operates out of Waltham, Massachusetts. 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
Fernando Perez Work History
Integrated Wealth Concepts LLC
Lpl Financial LLC
Lincoln Financial Advisors
Disclosures
Please visit the SEC profile of Fernando Perez 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
Marlton, NJ
Braintree, MA
Naperville, IL
Waltham, MA
Gig Harbor, WA
Waltham, MA
Waltham, MA
Great Falls, MT
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