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Bradley Ronald Howe

Investment adviser representative at Integrated Wealth Concepts LLC
20 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

20 years in the industry.

  1. Integrated Wealth Concepts, LLCJul 2017 to now
  2. LPL Financial, LLCNov 2016 to now
  3. Intellisource Financial ServicesJan 2006 to now
  4. Lincoln Financial AdvisorsNov 2010 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
5857336
Firm CRD
284656
Advisor's SEC record (opens in a new tab)
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