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John. W Exner

Integrated Wealth Concepts LLC

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About John. W Exner

John Exner is a financial advisor based in Alexandria, VA. John has been in the industry since 2003. John has a broad range of experience with several firms including First Command Financial Planning, Inc. and LPL Financial LLC. John holds Series 6, Series 63 and Series 65 licenses. John is a Chartered Financial Consultant (ChFC) and provides financial planning services. John currently works with Integrated Wealth Concepts LLC and is a registered investment advisor representative in Texas, Florida, and Virginia. John primarily works with individuals, high-net-worth individuals, corporations and businesses, trusts, and pension plans.

Firm Information

John. Exner 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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John. Exner’s Registration & Firm History

VA

05/28/2019 - Present

Integrated Wealth Concepts LLC (Alexandria VA)

FL

04/28/2017 - 12/16/2021

LPL FINANCIAL LLC (TAMPA FL)

VA

12/19/2003 - 05/05/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (ALEXANDRIA VA)

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Licenses & Designations

IA

Issued 08/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John. W Exner. Review regulatory record here.
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