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Brian Matthew Lavoie

Integrated Wealth Concepts LLC

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About Brian Matthew Lavoie

Brian Lavoie is a registered investment advisor representative with Integrated Wealth Concepts LLC, based in SAN DIEGO, CA. Brian holds the Series 65 license and has been in the financial industry since 2012. Brian has worked at multiple firms before joining Integrated Wealth Concepts LLC including Coastwise Capital Group, LLC in LA JOLLA, CA and Laurel Wealth Advisors in Solana Beach, CA. Brian is associated with Integrated Wealth Concepts LLC, a large firm with over 190 licensed agents, 347 investment advisor representatives, and 200 registered representatives. The firm manages over $13.5 billion in assets and serves a diverse clientele including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Brian Lavoie specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Brian Lavoie 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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Brian Lavoie’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 02/04/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Matthew Lavoie.
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