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Clark Archie Page

Integrated Wealth Concepts LLC

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About Clark Archie Page

Clark Archie Page is a financial advisor with over 17 years of experience in the financial services industry. Clark is currently registered with Integrated Wealth Concepts LLC and is licensed in 20 states. Before joining Integrated Wealth Concepts LLC, Clark worked as a financial advisor for Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc. Clark offers financial planning, portfolio management for individuals, selection of other advisors, and pension consulting. Clark is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Clark Page 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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Clark Page’s Registration & Firm History

MA

10/17/2016 - Present

Integrated Wealth Concepts LLC (Rockland MA)

MA

03/03/2015 - 10/18/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (HINGHAM MA)

MA

07/03/2006 - 03/10/2015

AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)

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Licenses & Designations

BOTH

Issued 07/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clark Archie Page.
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