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Colin Thomas Walker

Integrated Wealth Concepts LLC

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About Colin Thomas Walker

Colin Thomas Walker is a registered investment advisor representative with Integrated Wealth Concepts LLC. Colin is licensed in New Hampshire and Texas. Colin has been in the securities industry since 2016 and has experience with Ameriprise Financial Services, LLC. Colin has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Colin specializes in financial planning, pension consulting, and portfolio management for individuals. Colin's firm offers financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Colin Walker 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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Colin Walker’s Registration & Firm History

NH

03/07/2024 - Present

Integrated Wealth Concepts LLC (PORTSMOUTH NH)

NH

06/28/2016 - 02/27/2024

AMERIPRISE FINANCIAL SERVICES, LLC (PORTSMOUTH NH)

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Licenses & Designations

BOTH

Issued 03/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Thomas Walker.
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