Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lan? Claim Your ProfileLan Shaw is a financial advisor at Integrated Wealth Concepts LLC. Lan has been in the industry since October 2007 and is registered with the state of California. Lan specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Lan is also a Certified Financial Planner.
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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CA
10/01/2024 - Present
Integrated Wealth Concepts LLC (ALAMEDA CA)
CA
10/26/2007 - 02/06/2017
EDWARD JONES (BERKELEY CA)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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