Erik Alan Scudder

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 10/2016
  Lincoln Financial Advisors
  Fairfax, VA
• 10/2016 → Present
  Lpl Financial Llc
  Fairfax, VA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Fairfax, VA

Previous Registrations

• 2013-11-15 → 2016-10-31
  Osaic Fa, Inc.
  Fairfax, VA
  Glastonbury, CT
  Fairfax, VA
  Fairfax, VA
• 2006-08-16 → 2013-11-19
  Ameriprise Financial Services, Llc
  Vienna, VA
  Vienna, VA

Other Businesses

1. 10/19/2016 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 10/19/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 9/2/2006 - 20 Hours Per Month/8 Hours During Securities Trading - Time Spent 5% - Fixed Insurance - Disability, LTC, traditional life insurance. 3. 11/18/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. 4. 11/18/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - 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. 5/4/2021 - 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. 6. 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. 7. 11/07/2024 - Trailhead Financial LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 200 Hours Per Month/ During Trading 8. 11/13/2024 - Trailhead Financial, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 80 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-08-15

Other Names

• Erik Scudder