Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Sigler is an Investment Advisor Representative at Integrated Wealth Concepts LLC, located in Palos Verdes Estates, CA. Brooke has been in the industry since January 2010. Brooke has a strong background in accounting and finance, having worked as a partner at a CPA firm for over a decade. Brooke is committed to providing personalized financial advice and investment management services to individuals, families, and businesses. Brooke is a member of the California Society of Certified Public Accountants and is committed to providing her clients with the highest level of professional service.
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
01/29/2024 - Present
Integrated Wealth Concepts LLC (PALOS VERDES ESTATES CA)
Active
Inactive
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