Integrated Wealth Concepts LLC
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About this Advisor
Joseph O'Loughlin is a financial advisor operating in Waltham, Massachusetts with 6 years of relevant experience. O'Loughlin is on the advisory team at Integrated Wealth Concepts LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Clearing Service LLC, Lpl Financial, LLC and Integrated Wealth Concepts, LLC. O'Loughlin holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Integrated Wealth Concepts LLC is a business that has its headquarters in Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 employees. It handles $8 billion in total assets among its 17,089 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 24 charities and foundations. Of its 17,089 client accounts, 37% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a broad 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 advice depend on which services are provided. Fees charged by Integrated Wealth Concepts LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Integrated Wealth Concepts LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph O'Loughlin Work History
Joseph has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Integrated Wealth Concepts, LLC
Wells Fargo Clearing Service LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
*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.
Please visit the SEC profile of Joseph O'Loughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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 email@example.com.
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