Erwin Reguindin
Investment adviser representative at Integrated Wealth Concepts LLC
14 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
14 years in the industry.
- Integrated Wealth Concepts LLCSep 2025 to now
- Edward JonesJan 2024 to Sep 2025
- Anchor Financial LLCFeb 2022 to Jan 2024
- Gradient Securities, LLCJul 2020 to Dec 2021
- Packerland Brokerage Services IncJul 2019 to Jul 2020
- The Medicare ExchangeApr 2019 to Dec 2023
- Bankers Life Securities Inc.Nov 2018 to Apr 2019
- Bankers Life & CasualtyApr 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7012356
- Firm CRD
- 284656