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Adam Francis Baker

Integrated Wealth Concepts LLC

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About Adam Francis Baker

Adam Francis Baker is a registered investment advisor representative with Integrated Wealth Concepts LLC, based in Escondido, CA. Adam has over seven years of experience in the financial services industry and holds multiple licenses and certifications, including Series 6, 7, 63 and 66. Adam has a proven track record of providing financial planning, investment advice, and wealth management services to individuals, businesses, and retirement plans. Prior to joining Integrated Wealth Concepts LLC, Adam held positions at TRIAD ADVISORS LLC and SAGEPOINT FINANCIAL, INC.

Firm Information

Adam Baker is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Baker’s Registration & Firm History

CA

11/01/2024 - Present

Integrated Wealth Concepts LLC (ESCONDIDO CA)

CA

05/01/2019 - 01/31/2023

TRIAD ADVISORS LLC (Escondido CA)

CA

02/16/2016 - 04/17/2019

SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 05/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/16/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Francis Baker.
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