Whitney Christine Massey
Investment adviser representative at Integrated Wealth Concepts LLC
8 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Whitney Christine Massey? Claim your profile
Contact this firm
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
8 years in the industry.
- Integrated Wealth Concepts, LLCFeb 2021 to now
- LPL Financial, LLCOct 2013 to now
- Level Four Advisory Services LLCDec 2013 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5990009
- Firm CRD
- 284656