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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sargent is an Investment Advisor Representative with Integrated Wealth Concepts LLC. David has been in the securities industry for over 5 years and specializes in financial planning and portfolio management for individuals and businesses. David is registered with the state of California and has passed the Uniform Investment Adviser Law Examination. Prior to his current position, David has held positions at various firms including DZ Bank, Ventris Captial Advisors, and Suffolk University. He also has experience with self-employment and real estate investment. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
IA
Issued 07/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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