Laura Lee Fleming
Investment adviser representative at Integrated Wealth Concepts LLC
10 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
10 years in the industry.
- Integrated Wealth Concepts, LLCOct 2019 to now
- LPL Financial LLCOct 2019 to now
- Lincoln Financial DistributorsDec 2018 to Aug 2019
- UnemployedJun 2018 to Dec 2018
- Directed Services LLCJan 2018 to May 2018
- VoyaJan 2018 to May 2018
- Crossroads Capital DistributorsMay 2017 to Dec 2017
- Outsourced for SuccessFeb 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
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
- 2199436
- Firm CRD
- 284656