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Cassidy Corwin King

Integrated Wealth Concepts LLC

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About Cassidy Corwin King

Cassidy Corwin King is an investment advisor representative who has been in the financial services industry since 2003. Cassidy is registered to provide investment advice in 21 states and holds a Series 66, Series 7 and SIE license. Cassidy works for Integrated Wealth Concepts LLC, an independent investment advisor firm. Cassidy is also registered with LPL Financial LLC, a broker-dealer firm. Cassidy has previous experience working with Lincoln Financial Advisors and Ameriprise Financial Services. Cassidy has a track record of providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Cassidy King 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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Cassidy King’s Registration & Firm History

MA

11/21/2022 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

03/31/2010 - 10/21/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)

MA

08/04/2003 - 04/09/2010

AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)

MN

08/04/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/02/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassidy Corwin King.
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