Jeff
Macy
Integrated Wealth Concepts LLC
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About this Advisor
Jeff Macy is a financial advisor based in Roanoke, Virginia, working with Integrated Wealth Concepts LLC. Jeff has previously held positions at Lpl Financial, LLC, Level Four Advisory Services, Independent Advisor Alliance, LLC, and Integrated Wealth Concepts LLC (Dba: Integrated Partners). Jeff has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Jeff is part of Integrated Wealth Concepts LLC, which operates out of Roanoke, Virginia. 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
Services Offered
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
Jeff Macy Work History
Integrated Wealth Concepts LLC (Dba: Integrated Partners)
Lpl Financial, LLC
Level Four Advisory Services
Independent Advisor Alliance, LLC
Disclosures
Please visit the SEC profile of Jeff Macy 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
Rockland, MA
Gig Harbor, WA
New Bedford, MA
Saint Joseph, MO
Gig Harbor, WA
Naperville, IL
Waltham, MA
Braintree, MA
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