Best Investors Account Sign in
Inactive

Tracy Marie Williams

Integrated Wealth Management, Inc.

Uniontown, OH

CRD 7992919

Claim This Profile
Employer firm

Integrated Wealth Management, Inc. CRD 141092

$254M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Integrated Wealth Management, Inc.

1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-18
  • OH RA
    APPROVED
    Since 2024-10-18

Branch Locations

1790 Town Park Blvd. Suite K, Uniontown, OH 44685 • 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 Management Uniontown OH 08/2017 Present
Integrated Wealth Management, Inc. Uniontown OH 04/2024 Present
Ymca Cleveland OH 03/2016 08/2017
  • 08/2017 → Present
    Integrated Wealth Management
    Uniontown, OH
  • 04/2024 → Present
    Integrated Wealth Management, Inc.
    Uniontown, OH
  • 03/2016 → 08/2017
    Ymca
    Cleveland, OH
Designations
  • Certified Financial Planner
Other Names
  • Tracy M Huhn

View on SEC IAPD

Nearby Firms

CAPTRUST
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh

Nearby Offices

CAPTRUST · Uniontown, OH
J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH

More in Uniontown, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor