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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin McKinney is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Benjamin McKinney is a Certified Public Accountant and has worked in the financial services industry since 2010. Benjamin McKinney has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and investment clubs. Benjamin McKinney provides financial planning and portfolio management services. Benjamin McKinney is registered with the state of California and is a member of the Investment Adviser Association. The firm Integrated Wealth Concepts LLC is located in Waltham, Massachusetts.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/11/2024 - Present
Integrated Wealth Concepts LLC (IRVINE CA)
Active
Inactive
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