Dustin V. Metcalf
Investment adviser representative at Integrated Wealth Concepts LLC
14 yearsExperience
3 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
14 years in the industry.
- Integrated Wealth Concepts, LLCFeb 2023 to now
- Fourc Financial, LLCSep 2021 to now
- Laurel Wealth Advisors, Inc.Sep 2021 to Jun 2023
- Cashifornia Clothing Co.Jul 2019 to Sep 2021
- J.P. Morgan Securities LLCOct 2012 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
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
- 5800968
- Firm CRD
- 284656