Teresa
King
Integrated Wealth Concepts LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
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.*
Lpl Financial, LLC
Integrated Wealth Concepts, LLC
Edward Jones
Jps Health Network
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
Solana Beach, CA
Saint Joseph, MO
Rockland, MA
Waltham, MA
Waltham, MA
Northbrook, IL
Solana Beach, CA
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.
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