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Bradley Ronald Howe

Integrated Wealth Concepts LLC

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About Bradley Ronald Howe

Bradley Howe is a financial advisor with Integrated Wealth Concepts LLC, registered with the state of Virginia. Bradley is a Series 66, Series 7, and SIE licensed advisor. He has been in the financial services industry for over 10 years, having previously worked with Lincoln Financial Advisors Corporation. Bradley has a diverse client base, including individuals, corporations, and charitable organizations. He specializes in providing comprehensive financial planning services, including portfolio management, pension consulting, and selection of other advisors.

Firm Information

Bradley Howe 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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Bradley Howe’s Registration & Firm History

VA

07/12/2017 - Present

Integrated Wealth Concepts LLC (Fairfax VA)

IN

12/10/2010 - 11/28/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 12/23/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Ronald Howe.
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