Joseph Peter Roberts jr
Investment adviser representative at Integrated Wealth Concepts LLC
19 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Integrated Wealth Concepts LLCFeb 2025 to now
- LPL Financial, LLCNov 2016 to now
- Lincoln Financial AdvisorsApr 2007 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (MA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2001179
- Firm CRD
- 284656