Gregory
Freeman
Integrated Wealth Concepts LLC
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About this Advisor
Gregory Freeman is a financial advisor based in Worcester, Massachusetts, working with Integrated Wealth Concepts LLC. Gregory has previously held positions at Baystate Financial Services, New England Securities, Mass Mutual Life Insurance Company, Mml Investors Services, Lpl Financial LLC, and Integrated Wealth Concepts, LLC. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Gregory is part of Integrated Wealth Concepts LLC, which operates out of Worcester, 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
Gregory Freeman Work History
Lpl Financial LLC
Integrated Wealth Concepts, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
New England Securities
Baystate Financial Services
Disclosures
Please visit the SEC profile of Gregory Freeman 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
Waltham, MA
Naperville, IL
Worcester, MA
Gig Harbor, WA
Marlton, NJ
Waltham, MA
Great Falls, MT
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