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Christopher Matthew Conner

Integrated Wealth Concepts LLC

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About Christopher Matthew Conner

Christopher Conner is a financial advisor with Integrated Wealth Concepts LLC. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Christopher Conner is also the Founding Partner of Strong Valley Wealth & Pension, LLC., a co-branded advisor representative of Integrated Wealth Concepts LLC. Christopher is registered to provide investment advisory services in California and Texas. Christopher holds the Series 7, Series 66, and SIE licenses. Christopher has worked with clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.

Firm Information

Christopher Conner 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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Christopher Conner’s Registration & Firm History

CA

02/03/2023 - Present

Integrated Wealth Concepts LLC (FRESNO CA)

CA

07/12/2019 - 05/30/2024

M. S. HOWELLS & CO. (FRESNO CA)

CA

02/13/2009 - 07/16/2019

WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)

CA

06/11/1999 - 02/17/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)

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Licenses & Designations

BOTH

Issued 05/11/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Matthew Conner.
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