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Claudia Exner

Integrated Wealth Concepts LLC

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About Claudia Exner

Claudia Exner is a financial advisor at Integrated Wealth Concepts LLC, a Registered Investment Advisor firm headquartered in Waltham, Massachusetts. Claudia is licensed in Florida and Virginia. Claudia has over 12 years of experience in the financial services industry. Claudia specializes in helping individuals and families reach their financial goals. She provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Claudia is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Claudia Exner 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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Claudia Exner’s Registration & Firm History

FL

04/14/2021 - Present

Integrated Wealth Concepts LLC (Tampa FL)

FL

05/05/2017 - 12/16/2021

LPL FINANCIAL LLC (TAMPA FL)

VA

02/04/2009 - 05/05/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (ALEXANDRIA VA)

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Licenses & Designations

IA

Issued 05/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claudia Exner.
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