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Hunter Wayne Hargraves

Integrated Wealth Concepts LLC

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About Hunter Wayne Hargraves

Hunter Hargraves is a financial advisor with Integrated Wealth Concepts LLC, a Registered Investment Advisor headquartered in Waltham, Massachusetts. Hunter has been in the financial industry since 2017. Hunter has a Series 6, 7, 63, and 66 licenses. Hunter is also a firefighter for the City of Houston.

Firm Information

Hunter Hargraves 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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Hunter Hargraves’s Registration & Firm History

TX

07/01/2021 - Present

Integrated Wealth Concepts LLC (HOUSTON TX)

TX

07/26/2018 - 07/07/2021

WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)

TX

02/13/2017 - 04/09/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/15/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hunter Wayne Hargraves.
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