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Alexis Hundley

Integrated Wealth Concepts LLC

Redlands, CA

CRD 8241609

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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
CA RA APPROVED_RES 2026-04-02
  • CA RA
    APPROVED_RES
    Since 2026-04-02

Branch Locations

2068 Orange Tree Lane Suite 100, Redlands, CA 92374 • 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
Soren Mcadam Llp Redlands CA 01/2005 Present
Integrated Wealth Concepts Llc Waltham MA 03/2026 Present
Other Businesses

01/2005 - SOREN MCADAMS LLP - CPA FIRM - PARTNER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

Nearby Firms

DILIGENT INVESTORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC

Nearby Investors

HENK JUERGEN FISCHER
JAMES ALLEN WILSON
CHRISTOPHER AARON PALMER

Nearby Offices

DILIGENT INVESTORS, LLC · REDLANDS, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · REDLANDS, CA
EAGLE STRATEGIES LLC · Redlands, CA

More in Redlands, CA

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