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Timothy Mark Carlson

Integrated Wealth Concepts LLC

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About Timothy Mark Carlson

Timothy Carlson is a financial advisor in Worcester, MA. Timothy has been in the industry since September 2013 and has been registered with Integrated Wealth Concepts LLC since October 2016. Previously, Timothy was employed by LINCOLN FINANCIAL ADVISORS CORPORATION and LPL FINANCIAL LLC. Timothy holds the Series 66, Series 7, and SIE licenses and has a bachelor's degree. Timothy provides financial planning and investment advisory services to individuals, corporations, and charitable organizations. Timothy specializes in retirement planning, estate planning, and college savings planning.

Firm Information

Timothy Carlson 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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Timothy Carlson’s Registration & Firm History

MA

10/18/2016 - Present

Integrated Wealth Concepts LLC (Worcester MA)

MA

09/24/2013 - 10/19/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 10/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Mark Carlson.
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