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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Orion Florence Jr. is an investment advisor representative with Integrated Wealth Concepts LLC. He is also registered as an investment advisor representative with LPL Financial, LLC. John has been in the industry since 1998 and has a diverse background in financial services. He is licensed to provide securities and investment advisory services in multiple states, including Massachusetts, Georgia, and Colorado. John's primary focus is on helping individual investors and small business owners achieve their financial goals. He is experienced in financial planning, portfolio management, and retirement planning. Integrated Wealth Concepts LLC is an independent registered investment advisor (RIA) firm that provides customized financial services to individuals and families. The firm's mission is to help clients build and protect their wealth, and to provide them with peace of mind knowing that their financial future is secure.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
10/04/2016 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
11/24/2003 - 09/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
IN
11/24/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/09/2002 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NJ
10/16/2001 - 04/03/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
03/04/1998 - 10/05/2001
AMERICAN GENERAL FUNDS DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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