Allison M Wooten
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
2 statesRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Allison M Wooten? 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
11 years in the industry.
- Integrated Wealth Concepts LLCOct 2025 to now
- LPL FinancialJan 2024 to now
- Wells Fargo Advisors Financial Network, LLCNov 2023 to Dec 2023
- Truist Advisory Services, Inc.Feb 2021 to Aug 2023
- Truist Investment Services, Inc.Feb 2021 to Aug 2023
- Bb&t Securities, LLCJul 2019 to Feb 2021
- Bb&t BankApr 2017 to Jul 2019
- Wells Fargo Advisors, LLC.May 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 6493241
- Firm CRD
- 284656