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David Scott Coburn

Integrated Wealth Concepts LLC

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About David Scott Coburn

David Coburn is a financial professional with over 30 years of experience in the industry. David is currently registered with Integrated Wealth Concepts LLC as a Registered Representative and Investment Advisor Representative in Connecticut, Massachusetts and is also a registered Investment Advisor Representative in Massachusetts. David previously worked at Coburn & Meredith, Inc. for over 38 years before joining Integrated Wealth Concepts LLC in 2021. David offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

David Coburn 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 Coburn’s Registration & Firm History

CT

07/12/2021 - Present

Integrated Wealth Concepts LLC (SOUTH WINDSOR CT)

CT

06/20/1989 - 07/12/2021

COBURN & MEREDITH, INC. (SIMSBURY CT)

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Licenses & Designations

BC

Issued 08/04/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Scott Coburn.
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