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Work Experience
N/A
Jun 2019 - Present · 5 years and 6 months
N/A
Apr 2019 - Jun 2019 · 2 months
N/A
Jun 2018 - Jan 2019 · 7 months
Company Details
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.
Year Founded
1996
Social Media
LinkedinFacebook
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
300 Fifth Avenue, 3rd Floor Waltham, Massachusetts 02451, US
Keywords
Fee-Based Financial PlanningRetirement PlanningBusiness Succession PlanningLifetime Income Model™Financial Second Opinion™Business Owner Model™Plan for Financial Comfort™Integrated 401(k)™Legacy Discussion™life insurance
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