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Ashley E Plante

Integrated Wealth Concepts LLC

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About Ashley E Plante

Ashley Plante is a financial advisor with Integrated Wealth Concepts LLC, located in Waltham, Massachusetts. Ashley has a background in financial services, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Securities America, Inc. Ashley holds a Series 66 license and the General Securities Principal Examination. Ashley specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Ashley Plante 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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Ashley Plante’s Registration & Firm History

MA

02/27/2023 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

06/04/2021 - 09/09/2022

SECURITIES AMERICA, INC. (WESTBOROUGH MA)

RI

08/28/2020 - 05/06/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

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Licenses & Designations

BOTH

Issued 10/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2021

Series 24 - General Securities Principal Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ashley E Plante.
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