Neal M Albritton
Investment adviser representative at Integrated Wealth Concepts LLC
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$23.6BFirm assets
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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 LLCMar 2025 to now
- Albritton Financial Services, Inc.Apr 2007 to now
- Cwm, LLCAug 2019 to Mar 2025
- Cambridge Investment Research Advisors, Inc.Apr 2013 to Aug 2019
- Cambridge Investment Research, IncApr 2012 to Aug 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 4707408
- Firm CRD
- 284656