Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Beaver is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC in Irvine, CA. Douglas has been in the financial services industry since November 2013. Prior to joining Integrated Wealth Concepts LLC, Douglas was a Partner at WINDES INC. Douglas specializes in financial planning, pension consulting, and selection of other advisors. Douglas is a Certified Public Accountant and has a strong background in accounting and finance. Douglas is committed to providing his clients with personalized financial advice and helping them achieve 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
02/02/2024 - Present
Integrated Wealth Concepts LLC (IRVINE CA)
Active
Inactive
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