Melissa
Cournyer
Integrated Wealth Concepts LLC
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About this Advisor
Melissa Cournyer is a financial advisor operating in Gig Harbor, Washington, with 3 years of industry experience. Cournyer is on the advisory team at Integrated Wealth Concepts LLC. Their career trajectory has included roles at Proequities Inc, Bankers Life, Integrated Wealth Concepts and Purshe Kaplan Sterling Investments. Cournyer maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Washington. Integrated Wealth Concepts LLC is a registered investment company based in Waltham, MA. The firm has offices in 57 locations and a total of 178 financial advisors. It handles $8 billion in total assets among its 17,089 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 17,089 customer accounts, 37% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which services are offered. Fee types billed by Integrated Wealth Concepts LLC most likely include any combination 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
Melissa Cournyer Work History
Melissa has been registered as a financial advisor for 3 years.*
Integrated Wealth Concepts
Purshe Kaplan Sterling Investments
Proequities Inc
Bankers Life
*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 Melissa Cournyer 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
Waltham, MA
Rockland, MA
Northbrook, IL
Saint Joseph, MO
Huntington Beach, CA
Solana Beach, CA
Waltham, MA
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