Harrison
Till

Integrated Wealth Concepts LLC

CRD#5714084
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Harrison Till is a financial advisor based out of Fort Lee, New Jersey with 4 years of relevant experience. Till is an employee of Integrated Wealth Concepts LLC. Till has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial, LLC and Integrated Wealth Concepts, LLC. Till has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Integrated Wealth Concepts LLC is a firm operating out of Waltham, MA. The firm has offices in 57 locations and a total of 178 people on staff. It manages $8 billion in total assets across its 17,089 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 24 charitable organizations. Of its 17,089 accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets. The business provides a wide range 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 fees largely are based on which services the firm provides the client. Fees charged by Integrated Wealth Concepts LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Fort Lee, NJ

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

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

178

NJ Average: 118
Total Number of Accounts

17,089

NJ Average: 4,567
Average Account Size

$436,887

NJ 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

Harrison Till Work History

Harrison has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Integrated Wealth Concepts, LLC

2012 - 2019 (7 years)

Bank Of America, N.A

2009 - 2019 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Harrison Till 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

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

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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