Tejas
Bartakke
Integrated Wealth Concepts LLC
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About this Advisor
Tejas Bartakke is a financial advisor based in Chesapeake, Virginia, working with Integrated Wealth Concepts LLC. Tejas has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial LLC, and Integrated Wealth Concepts, LLC. Tejas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Tejas is part of Integrated Wealth Concepts LLC, which operates out of Chesapeake, 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
Tejas Bartakke Work History
Lpl Financial LLC
Integrated Wealth Concepts, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Tejas Bartakke 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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