Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Metcalf is a financial advisor with Integrated Wealth Concepts LLC. Dustin has over 10 years of experience in the financial services industry. Dustin specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dustin is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR).
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
10/19/2023 - Present
Integrated Wealth Concepts LLC (PALM DESERT CA)
CA
10/01/2012 - 10/04/2021
J.P. MORGAN SECURITIES LLC (PALM DESERT CA)
CA
12/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LA QUINTA CA)
CA
09/12/2011 - 12/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
CA
11/05/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (PALM DESERT CA)
CA
07/19/2010 - 09/22/2010
MORGAN STANLEY SMITH BARNEY (PALM DESERT CA)
IA
Issued 09/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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