John.
Exner
Integrated Wealth Concepts LLC
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About this Advisor
John. Exner is a chartered financial consultant working out of Alexandria, Virginia who has 4 years of relevant experience. Exner is an employee of Integrated Wealth Concepts LLC. Exner has gained experience at First Command Financial Services, Inc, First Command Financial Planning Inc, First Command Advisory Services, Lpl Financial, LLC, Davinci Financial Designs, LLC and Integrated Wealth Concepts, LLC. Exner has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Texas and Virginia. Integrated Wealth Concepts LLC is an advisory company operating out of Waltham, MA. The company has offices in 57 locations and a total of 178 people on staff. It administers $8 billion in assets between its 17,089 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 24 charities and foundations. Of its 17,089 customer accounts, 37% are associated with high-net-worth clients who have more than $1 million in investable assets. The company offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services are provided. Fee types charged by Integrated Wealth Concepts LLC may include 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
John. Exner Work History
John. has been registered as a financial advisor for 4 years.*
Integrated Wealth Concepts, LLC
Lpl Financial, LLC
Davinci Financial Designs, LLC
First Command Advisory Services
First Command Financial Services, Inc
First Command Financial Planning Inc
*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 John. Exner 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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