Teresa
King

Integrated Wealth Concepts LLC

CRD#7119860
Investment Advisor
in Aledo, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Teresa King is a financial advisor operating out of Aledo, Texas with a total of 2 years of industry experience. King works at Integrated Wealth Concepts LLC. Over the course of their career, they have held roles at Edward Jones, Jps Health Network, University Of Phoenix On-Line, Lpl Financial, LLC and Integrated Wealth Concepts, LLC. King maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. 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 controls $8 billion in assets among its 17,089 customer 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 individuals who have at least $1 million in assets. The firm has a wide range 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 fees usually are based on which service is provided. Fees charged by Integrated Wealth Concepts LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

1127 West Oak Drive
Aledo, TX 76008

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

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

178

TX Average: 118
Total Number of Accounts

17,089

TX Average: 4,567
Average Account Size

$436,887

TX 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

Teresa King Work History

Teresa has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Integrated Wealth Concepts, LLC

2019 - 2021 (2 years)

Edward Jones

2013 - 2018 (5 years)

Jps Health Network

2012 - 2013 (1 year)

University Of Phoenix On-Line

*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 Teresa King 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started