Debra Franks

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

Authority	Category	Status	Date
NH	RA	APPROVED_RES	2025-01-28
MA	RA	APPROVED_RES	2025-01-02

NH RA
APPROVED_RES

Since 2025-01-28
MA RA
APPROVED_RES

Since 2025-01-02

Branch Locations

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

Bedford, MA • 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

Organization	City	State	From	To
Integrated Wealth Concepts Llc	Waltham	MA	08/2024	Present
Fortitude Cpa	Nashua	NH	01/2018	Present
Levenson Goldberg & Co Llc	Woburn	MA	12/2015	12/2017

08/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA
01/2018 → Present

Fortitude Cpa

Nashua, NH
12/2015 → 12/2017

Levenson Goldberg & Co Llc

Woburn, MA

Other Businesses

01/2018 - FORTITUDE CPA - MANGING MEMBER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER TRADING HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS PER MONTH

Employer firm

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

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