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Reese Edward Hinton

Integrated Wealth LLC

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About Reese Edward Hinton

Reese Hinton is a financial advisor with over seven years of experience in the financial services industry. Reese has a strong background in both accounting and financial advising. Reese holds the Series 7, Series 63, and Series 66 securities licenses, and is also a Certified Financial Planner (CFP®). Reese works with clients to develop personalized financial plans that address their unique needs and goals. Reese currently works at Integrated Wealth LLC based in Scottsdale, Arizona. Reese focuses on providing financial planning and portfolio management services to individuals and businesses. Reese is committed to helping clients achieve their financial goals through a combination of financial planning, investment management, and tax planning.

Firm Information

Reese Hinton is currently registered with Integrated Wealth LLC. Integrated Wealth LLC is an investment advisor based in [location], [state]. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $8,251,513 in regulatory assets under management, primarily for high-net-worth individuals.

$8.25M

Assets Under Management

1

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Reese Hinton’s Registration & Firm History

AZ

06/26/2024 - Present

Integrated Wealth LLC (Scottsdale AZ)

AZ

12/07/2016 - 12/18/2019

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 10/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reese Edward Hinton.
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