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Hubert Priest Griffin

Integrated Wealth Concepts LLC

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About Hubert Priest Griffin

Hubert Griffin is a financial advisor at Integrated Wealth Concepts LLC. Hubert has been in the financial services industry for over 2 years and has a Series 7, Series 66 and SIE licenses. Hubert has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. Hubert specializes in financial planning, portfolio management, and retirement planning. Integrated Wealth Concepts LLC is a registered investment advisor firm that provides a range of financial services to individuals and businesses. The firm manages over $13 billion in assets.

Firm Information

Hubert Griffin 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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Hubert Griffin’s Registration & Firm History

KY

07/26/2024 - Present

Integrated Wealth Concepts LLC (LOUISVILLE KY)

KY

10/25/2022 - 04/25/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Louisville KY)

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Licenses & Designations

BOTH

Issued 12/19/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hubert Priest Griffin.
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