Peter
Gaines

Integrated Wealth Concepts LLC

CRD#710248
Investment Advisor
in Chatham, MA

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About this Advisor

Peter Gaines is a chartered financial consultant based out of Chatham, Massachusetts with a total of 7 years of industry experience. Gaines is on the advisory team at Integrated Wealth Concepts LLC. During their career, the advisor has held roles at Lincoln Financial Advisors, Lpl Financial LLC and Integrated Wealth Concepts LLC. Gaines maintains a Series 63 license, qualifying them as a securities representative, and is approved to work in Massachusetts. Integrated Wealth Concepts LLC is an advisory company that has its headquarters in Waltham, MA. The company has offices in 57 locations and a total of 178 employees. It has $8 billion in total assets across its 17,089 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 24 charitable organizations. Of its 17,089 client accounts, 37% belong to high-net-worth clients who have at least $1 million in assets. Integrated Wealth Concepts LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the financial services. However, fees billed by Integrated Wealth Concepts LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chatham, MA

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

MA Average: $16,012,751,954
Total Number of Employees

178

MA Average: 118
Total Number of Accounts

17,089

MA Average: 4,567
Average Account Size

$436,887

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Peter Gaines Work History

Peter has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - Present (8 years)

Integrated Wealth Concepts LLC

2006 - 2016 (10 years)

Lincoln Financial Advisors

*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 Peter Gaines 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

Robert Brown
Waltham, MA
Vanessa Pearson
Huntington Beach, CA
Darren Fabric
Northbrook, IL
Terrance Arges
Solana Beach, CA
Christian Bryant
Saint Joseph, MO
Donald Rittenhouse
Solana Beach, CA
Joseph O'Loughlin
Waltham, MA
Ann Swartz
Rockland, MA

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.

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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.

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