Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Mitchell Capland is a financial advisor with over 20 years of experience in the industry. Brad is a registered representative with Integrated Wealth Concepts LLC, based in Concord, MA. Brad is also a registered investment advisor representative with Integrated Wealth Concepts LLC, which is a separate and independent firm from LPL Financial. Brad provides investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. Brad is a Certified Public Accountant and has a strong background in accounting, taxation, and financial planning. Brad's areas of expertise include investment management, retirement planning, tax planning, and estate planning.
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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MA
11/23/2016 - Present
Integrated Wealth Concepts LLC (Concord MA)
MA
01/02/2015 - 10/31/2016
MSI FINANCIAL SERVICES, INC. (CONCORD MA)
MA
02/03/2012 - 01/02/2015
NEW ENGLAND SECURITIES (CONCORD MA)
IN
02/23/2004 - 02/08/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/23/2004 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/12/2002 - 02/26/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
TX
12/07/1999 - 11/14/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 12/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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