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Lisa Miyako Sakai

Integrated Wealth Concepts LLC

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About Lisa Miyako Sakai

Lisa Sakai is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Lisa Sakai has been in the industry since February 2012 and has held several positions at other firms including MML Investors Services, LLC and Signator Investors, Inc.. Lisa Sakai is registered with the state of Arizona, California, and Texas, and holds the Series 6, Series 63, Series 65, and SIE licenses. Lisa Sakai specializes in retirement planning, investment planning, insurance planning and estate planning. Lisa Sakai is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Lisa Sakai 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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Lisa Sakai’s Registration & Firm History

CA

01/13/2022 - Present

Integrated Wealth Concepts LLC (San Diego CA)

CA

11/11/2014 - 01/12/2021

MML INVESTORS SERVICES, LLC (IRVINE CA)

CA

02/13/2012 - 10/31/2014

SIGNATOR INVESTORS, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 09/17/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Miyako Sakai.
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