Justin D Walsh
Investment adviser representative at Integrated Wealth Concepts LLC
10 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
10 years in the industry.
- Integrated Wealth Concepts LLCDec 2023 to now
- LPL Financial LLCDec 2023 to now
- Cambridge Investment Research Advisors, Inc.Jan 2023 to Dec 2023
- Cambridge Investment Research, Inc.Jan 2023 to Dec 2023
- Integrated Wealth Concepts LLCFeb 2022 to Dec 2022
- LPL Financial LLCFeb 2022 to Dec 2022
- Northern Lights Distributors, LLCFeb 2020 to Jan 2022
- Wright Fund Management, LLCFeb 2020 to Oct 2021
- Usoc MedicalApr 2019 to Feb 2020
- Ad IqFeb 2019 to Apr 2019
- Amazon/sheffield ExpressDec 2018 to Feb 2019
- Coldwell BankerOct 2018 to Feb 2019
- Boston City PropertiesJun 2018 to Nov 2018
- UnemployedMar 2018 to Jun 2018
- Burke DistributingNov 2017 to Mar 2018
- East Bay GrilleAug 2017 to Nov 2017
- Burke DistributingJun 2017 to Aug 2017
- Providence CollegeJul 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7238700
- Firm CRD
- 284656