Vanessa L Pearson

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

• 06/2013 → Present
  Laurel Wealth Adviosrs, Inc.
  Solana Beach, CA
• 09/2013 → Present
  Pearson Advisory Services, Llc
  Huntington Beach, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-02-01 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Huntington Beach, CA
• 2013-06-11 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Huntington Beach, CA
• 2013-03-28 → 2013-06-07
  Daniel Wealth Advisors
  Newport, CA
• 2013-03-19 → 2013-04-12
  Morgan Stanley
  Los Angeles, CA

Other Businesses

1. Name of Outside Business or Organization: Pearson Advisory Services, LLC DBA Pearson Wealth Management & Fix Your Money Mindset Address: 16458 Bolsa Chica Street #545, Huntington Beach, CA 92649 Title: Owner Description of Outside Business or Organization: Financial coaching and money relationship education Description of Duties or Responsibilities: Coaching clients to help them explore, understand and transform their money relationship Start Date: 11/2015 Hours Devoted to OBA Monthly: Pearson Advisory Svcs., 100% during trading hrs. / Fix Your Money Mindset, 1-3 hrs. during non-trading hrs. Volunteer Work 2. Name of Outside Business or Organization: Viet - CARE Address: P.O. Box 10624, Westminster, CA 92685 Title: Board Treasurer Start Date: 02/2010 Description of Outside Business or Organization: 501c3 non-profit whose mission is to provide education and outreach for Vietnamese community members struggling with mental illness and behavioral health challenges Description of Duties or Responsibilities: Attending Board meetings, providing fiscal management, and serving as a project leader for various community programs from workshops to fundraising events Hours Devoted to OBA Monthly: 0 during trading hrs. / 1-3 hrs. during non-trading hrs. 3. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PEARSON ADVISORY SERVICES - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-18
• S63 Uniform Securities Agent State Law Examination
  1999-03-03

Other Names

• Vanessa Duong