Integrated Wealth Concepts LLC
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About this Advisor
Richard Austin is a financial advisor operating in Valhalla, New York who has 4 years of industry experience. Austin works at Integrated Wealth Concepts LLC. Their career trajectory has included roles at Integrated Wealth Concepts, LLC, Lincoln Financial Advisors Corporation and Lpl Financial, LLC. Austin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and New York. Integrated Wealth Concepts LLC is a financial advisory firm operating out of Waltham, MA. The firm has offices in 57 locations and a total of 178 advisors. It has $8 billion in assets under management among its 17,089 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 24 charities and foundations. Of its 17,089 client accounts, 37% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a number of services, such as 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 are based on which services the firm provides the client. However, fee types billed by Integrated Wealth Concepts LLC likely consist 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
Richard Austin Work History
Richard has been registered as a financial advisor for 4 years.*
Integrated Wealth Concepts, LLC
Lpl Financial, LLC
Lincoln Financial Advisors Corporation
*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 Richard Austin 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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