Integrated Wealth Concepts LLC
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About this Advisor
Robert Brown is a chartered financial analyst based in Waltham, Massachusetts, with a total of 6 years of industry experience. Brown is an employee of Integrated Wealth Concepts LLC. Their career trajectory has included roles at United Capital Financial Advisers LLC, Integrated Wealth Concepts, LLC and Lpl Financial LLC. Brown has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Massachusetts. Integrated Wealth Concepts LLC is a financial advisory company headquartered in Waltham, MA. It has offices in 57 locations and a total of 178 employees. It administers $8 billion in total assets between its 17,089 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 24 charities and foundations. Of its 17,089 customer accounts, 37% are held by high-net-worth investors who have greater than $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Integrated Wealth Concepts LLC can include 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
Robert Brown Work History
Robert has been registered as a financial advisor for 6 years.*
Integrated Wealth Concepts, LLC
Lpl Financial LLC
United Capital Financial Advisers 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 Robert Brown 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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