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Christine Flanders

Integrated Wealth Concepts LLC

Nashua, NH

CRD 2809398

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED_RES 2024-09-17
  • NH RA
    APPROVED_RES
    Since 2024-09-17

Branch Locations

230 Amherst Street Suite 203, Nashua, NH 03063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Wealth Concepts Llc Waltham MA 09/2024 Present
Fortitude Cpa Pplc Nashua NH 02/2017 Present
Levenson Goldberg Woburn MA 06/2014 01/2018
  • 09/2024 → Present
    Waltham, MA
  • 02/2017 → Present
    Fortitude Cpa Pplc
    Nashua, NH
  • 06/2014 → 01/2018
    Levenson Goldberg
    Woburn, MA
Other Businesses

02/2017 - FORTITUDE CPA PLLC - CPA MANGING PARTNER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HORUS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-11-11
  • S63 Uniform Securities Agent State Law Examination
    1996-11-11
Other Names
  • Christine Arroyo

View on SEC IAPD

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