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Eric Daniel

Integrated Wealth Concepts LLC

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About Eric Daniel

Eric Daniel is an investment advisor representative associated with Integrated Wealth Concepts LLC. Eric has been in the securities industry since August 2019. Eric is registered with the state of Washington as an Investment Advisor Representative. Eric has Series 7, Series 65 and SIE registrations and is also registered in California as an Investment Advisor Representative. Prior to joining Integrated Wealth Concepts LLC, Eric was employed by Ameriprise Financial Services, Inc. Eric is experienced in providing financial planning, pension consulting and portfolio management services for individuals, trusts, and businesses.

Firm Information

Eric Daniel 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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Eric Daniel’s Registration & Firm History

WA

12/13/2021 - Present

Integrated Wealth Concepts LLC (GIG HARBOR WA)

CA

06/12/2020 - 12/07/2020

AMERIPRISE FINANCIAL SERVICES, LLC (El Segundo CA)

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Licenses & Designations

IA

Issued 01/23/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/07/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Daniel.
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