William Joseph Tison
Investment adviser representative at Integrated Wealth Concepts LLC
11 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
11 years in the industry.
- Integrated Wealth Concepts LLCMar 2026 to now
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Questmont Virtual Family Office, LLCApr 2025 to now
- Kestra Advisory Services, LLCDec 2022 to May 2025
- Kestra Investment Services, LLCDec 2022 to Apr 2025
- Morgan StanleyFeb 2022 to Nov 2022
- Charles Schwab & Co., Inc.May 2021 to Feb 2022
- Hsw Engineering, IncAug 2019 to Apr 2021
- GhdJan 2017 to Jul 2019
- Center for Urban Transportation ResearchSep 2016 to Jan 2017
- Tison Law GroupMar 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7401756
- Firm CRD
- 284656