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Joe Hall

Integrated Wealth Concepts LLC

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About Joe Hall

Joe Hall is a financial advisor at Integrated Wealth Concepts LLC. Joe has been in the financial industry since 2001. Joe has a wide range of experience and is a registered representative in several states, including Colorado, Illinois, Louisiana and Texas. Joe specializes in financial planning, pension consulting and selection of other advisors. Joe has been with Integrated Wealth Concepts LLC since 2021.

Firm Information

Joe Hall 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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Joe Hall’s Registration & Firm History

CO

08/09/2023 - Present

Integrated Wealth Concepts LLC (LITTLETON CO)

IL

07/11/2003 - 06/25/2007

A. G. EDWARDS & SONS, INC. (GENEVA IL)

SC

01/03/2001 - 08/01/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 08/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2013

Series 31 - Futures Managed Funds Examination

BC

Issued 01/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joe Hall. Review regulatory record here.
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