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David Kline

Integrated Wealth Concepts LLC

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About David Kline

David Kline is a financial advisor with Integrated Wealth Concepts LLC. David is a Certified Financial Planner with over 13 years of experience in the financial services industry. David specializes in financial planning, investment management, and retirement planning. David Kline is licensed to provide investment advisory services in Massachusetts. He has previously held positions with Lincoln Financial Advisors Corporation, LPL Financial LLC, and Fidelity Brokerage Services LLC. David Kline is committed to providing his clients with personalized financial advice and guidance.

Firm Information

David Kline 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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David Kline’s Registration & Firm History

MA

10/04/2016 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

09/29/2016 - 12/15/2023

LPL FINANCIAL LLC (WALTHAM MA)

MA

04/17/2014 - 10/27/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)

MA

03/23/2010 - 04/17/2014

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 09/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Kline.
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