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Mark Irwin Karnes

Integrated Wealth Concepts LLC

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About Mark Irwin Karnes

Mark Irwin Karnes is a financial advisor who has been in the industry since December 2012. He is currently registered with Integrated Wealth Concepts LLC and is also registered with the state of Rhode Island. Prior to joining Integrated Wealth Concepts LLC, Mark was affiliated with LINCOLN FINANCIAL ADVISORS CORPORATION. Mark has the Series 66, SIE and Series 7 licenses. He has a CPA designation and has been involved in other business activities including real estate rentals and a CPA affiliate program. Mark's areas of specialization include Retirement Planning, Insurance, Mutual Funds, Annuities and College Savings Plans. He has a strong focus on working with high-net-worth individuals and has experience working with pension and profit-sharing plans, corporations or other businesses and charitable organizations.

Firm Information

Mark Karnes 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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Mark Karnes’s Registration & Firm History

RI

12/27/2016 - Present

Integrated Wealth Concepts LLC (Wawick RI)

RI

12/11/2012 - 11/28/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WARWICK RI)

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Licenses & Designations

BOTH

Issued 06/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Irwin Karnes.
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