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Charles Edgar Clark

Integrated Wealth Concepts LLC

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About Charles Edgar Clark

Charles Edgar Clark is a registered investment advisor representative with Integrated Wealth Concepts LLC in GIG HARBOR, WA. Charles has been in the industry since 2022 and has passed the Series 66, Series 7TO, and SIE exams. He has been registered in Washington since December 2022. Charles's previous employment includes positions at Purshe Kaplan Sterling Investments, Konvergent Wealth Partners, and Seattle Children's Hospital. Charles is a financial advisor who provides financial planning, investment management, and other advisory services to individuals, businesses, and charitable organizations.

Firm Information

Charles Clark 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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Charles Clark’s Registration & Firm History

WA

01/03/2023 - Present

Integrated Wealth Concepts LLC (GIG HARBOR WA)

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Licenses & Designations

BOTH

Issued 12/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Edgar Clark.
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