Erica Lynn York
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Integrated Wealth Concepts, LLCFeb 2023 to now
- M.S. Howells & CoSep 2019 to now
- Strong Valley Wealth & PensionSep 2019 to now
- Laurel Wealth AdvisorsSep 2019 to Mar 2023
- Wells Fargo Clearing Services, LLCNov 2018 to Sep 2019
- Next Retirement ServiceNov 2017 to Nov 2018
- Raymond James Financial Services Advisors Inc.Nov 2017 to Nov 2018
- Raymond James Financial Services, Inc.Nov 2017 to Nov 2018
- Ameriprise Financial Services, Inc.Feb 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 3215664
- Firm CRD
- 284656