Eric
Bressman
Integrated Wealth Concepts LLC
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About this Advisor
Eric Bressman is a financial advisor based in Naples, Florida, working with Integrated Wealth Concepts LLC. Eric has previously held positions at First Command Financial Services, Inc, First Command Financial Planning, Lpl Financial LLC, Davinci Financial Designs LLC, and Integrated Wealth Concepts, LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Texas, and Virginia. Currently, Eric is part of Integrated Wealth Concepts LLC, which operates out of Naples, Florida. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$12,394,481,000
424
44,485
$278,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Bressman Work History
Integrated Wealth Concepts, LLC
Lpl Financial LLC
Davinci Financial Designs LLC
First Command Financial Services, Inc
First Command Financial Planning
Disclosures
Please visit the SEC profile of Eric Bressman 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
New Bedford, MA
Waltham, MA
Marlton, NJ
Braintree, MA
Gig Harbor, WA
Denver, CO
Worcester, MA
Great Falls, MT
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