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Lauren Thompson

Integrated Wealth Concepts LLC

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About Lauren Thompson

Lauren Thompson is a financial advisor with Integrated Wealth Concepts LLC, a registered investment advisor located in Cherry Hill, NJ. Lauren is a Certified Financial Planner™ and has been in the financial services industry since 2011. She is licensed to provide investment advice in New Jersey and is registered with the state of New Jersey as an Investment Advisor Representative. Lauren specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, families, trusts, and retirement plans. Lauren Thompson is committed to helping her clients achieve their financial goals through personalized financial planning and investment management services.

Firm Information

Lauren Thompson 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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Lauren Thompson’s Registration & Firm History

NJ

12/04/2018 - Present

Integrated Wealth Concepts LLC (CHERRY HILL NJ)

NJ

04/26/2011 - 04/22/2015

SAGEPOINT FINANCIAL, INC. (TURNERSVILLE NJ)

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Licenses & Designations

BC

Issued 08/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Thompson.
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