Best Investors Account Sign in

Christopher Andrew Fletcher

Integrated Wealth Concepts LLC

Glastonbury, CT

Claim This Profile
Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-05-04
CT RA APPROVED 2016-10-13
  • TX RA
    APPROVED
    Since 2018-05-04
  • CT RA
    APPROVED
    Since 2016-10-13

Branch Locations

95 Glastonbury Boulevard 3Rd Floor, Suite 301, Glastonbury, CT 06033 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corp Glastonbury CT 12/2003 09/2016
Lpl Financial, Llc Glastonbury CT 10/2016 Present
Integrated Wealth Concepts Llc Glastonbury CT 10/2016 Present
  • 12/2003 → 09/2016
    Lincoln Financial Advisors Corp
    Glastonbury, CT
  • 10/2016 → Present
    Lpl Financial, Llc
    Glastonbury, CT
  • 10/2016 → Present
    Glastonbury, CT
Previous Registrations
  • 2003-12-09 → 2016-10-12
    Osaic Fa, Inc.
    Glastonbury, CT
    Glastonbury, CT
  • 2003-08-14 → 2003-12-08
    Veravest Investment Advisors, Inc.
    Glastonbury, CT
Other Businesses

(1) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - 115 Glastonbury Blvd, Glastonbury, CT 06033 - Start 03/01/2011 - 5 Hr/Mo; 5 Hour(s) During Securities Trading; 2% Time Spent - disability, LTC, and traditional life insurance (3) 10/07/2016: Brinker Intl/ Pepper Dining - Outside/W-2 Employment - Investment Related - 530 Bushy Hill Rd, Simsbury - Start 03/02/2009 - 20 Hr/Mo; 0 Hour(s) During Securities Trading; 5% Time Spent - help chain restaurants train folks to manage their stores, cook, manage labor, etc (4) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 115 GLASTONBURY BLVD, 2nd Floor, GLASTONBURY, CT 06033 - 100% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% of my time on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 115 GLASTONBURY BLVD, 2nd Floor, GLASTONBURY, CT 06033 - 100% Time Spent - IAR (6) 5/3/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (7) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-06
  • S66 Uniform Combined State Law Examination
    2003-03-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Glastonbury, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor