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Fernando Diego Perez

Integrated Wealth Concepts LLC

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About Fernando Diego Perez

Fernando Diego Perez is a financial advisor with over 29 years of experience in the industry. Fernando is a registered representative of Integrated Wealth Concepts LLC and an Investment Advisor Representative with Integrated Wealth Concepts, LLC. Fernando provides financial planning and investment advisory services to individuals, families, and businesses. Fernando is registered to provide investment advice in Massachusetts, Texas and several other states.

Firm Information

Fernando Perez 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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Fernando Perez’s Registration & Firm History

MA

09/09/2021 - Present

Integrated Wealth Concepts LLC (Waltham MA)

MA

07/02/2010 - 10/12/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)

MA

06/07/1993 - 07/09/2010

AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY HILLS MA)

MN

06/07/1993 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Fernando Diego Perez. Review regulatory record here.
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