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Darla Jane Carter

Integrated Wealth Concepts LLC

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About Darla Jane Carter

Darla Carter is a financial advisor in Louisville, Kentucky, registered with Integrated Wealth Concepts LLC. Darla holds Series 6 and SIE licenses and has been in the industry since 2003. In addition to her role at Integrated Wealth Concepts LLC, Darla is also involved in other financial-related activities. Darla has experience working with a variety of clients, including individuals, families, and businesses. She has expertise in financial planning, portfolio management, and other investment-related services.

Firm Information

Darla Carter 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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Darla Carter’s Registration & Firm History

KY

01/06/2024 - Present

Integrated Wealth Concepts LLC (Louisville KY)

KY

08/23/2013 - 10/21/2019

LPL FINANCIAL LLC (LOUISVILLE KY)

KY

05/16/2003 - 12/13/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (CORBIN KY)

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Licenses & Designations

BC

Issued 05/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darla Jane Carter.
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