Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Livia? Claim Your ProfileLivia Benjamin is a registered representative with Integrated Wealth Concepts LLC. Livia has been in the industry since December 2004. Livia is a Certified Public Accountant and has worked at Duffy Kruspodin, LLP prior to joining Integrated Wealth Concepts LLC. Livia is specialized in Portfolio Management for Individuals and Businesses, Financial Planning and Pension Consulting.
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
01/07/2025 - Present
Integrated Wealth Concepts LLC (LA JOLLA CA)
Active
Inactive
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