Courtney Dunnells
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Integrated Wealth Concepts LLCMay 2026 to now
- Ameriprise Financial Services, LLCOct 2021 to May 2026
- The Colony GroupJul 2020 to Oct 2021
- Bank of America, N.A.Sep 2019 to Jul 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jul 2020
- UnemployedDec 2018 to Jun 2019
- Merrill Lynch Pierce Fenner & SmithJun 2018 to Dec 2018
- Office of Residence Life At Bryant University (work Study)Sep 2017 to Dec 2018
- Mascoma Savings BankMay 2017 to Aug 2017
- The Athletics Department At Bryant University (work Study)Jan 2017 to Dec 2018
- Connecting for Children and Families (work Study Through Bryant)Nov 2015 to Dec 2016
- Bryant UniversitySep 2015 to Dec 2018
- Quack ShackMay 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 6964692
- Firm CRD
- 284656