ADVISOR BIO

William Jonathan Bettis is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. William has been in the financial services industry since 1987. William has experience in various financial services firms and has also worked as a Registered Representative for several firms. William currently holds a Series 7 General Securities Representative Examination, Series 63 Uniform Securities Agent State Law Examination, and a Series 65 Uniform Investment Adviser Law Examination. William also specializes in providing financial planning, pension consulting and selection of other advisors. William has worked with clients in California, Texas, Oregon, Massachusetts and New York.

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ADVISOR BIO

William Thomas Roche is a registered representative with Charles Schwab & CO., Inc. William has been in the financial industry since 2014. William was previously registered with TD AMERITRADE, INC. and WADDELL & REED. William has a Series 7, Series 66 and SIE license. William is registered in 23 states.

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ADVISOR BIO

William Norton is a financial advisor with Ameriprise Financial Services, LLC. William has been working in the financial services industry since 1998. William has a Series 7, Series 63, and Series 65 license. William is registered to provide investment advice in 35 states. William is also a registered representative with Ameriprise Financial Services, LLC. William is registered to sell securities in 36 states. William is based in Carlsbad, CA.

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ADVISOR BIO

Yesenia Gil Elemary is a registered representative and investment advisor representative with Morgan Stanley. Yesenia is licensed to offer securities and advisory services in 50 states and the District of Columbia. Yesenia has been in the financial services industry for over 13 years and has a strong track record of success in providing investment advice to individual and institutional clients. Yesenia's areas of expertise include asset allocation, portfolio management, and financial planning. Yesenia is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Yvonne Marie Good is a registered representative with Morgan Stanley. Yvonne has been in the industry since December 2021. She is licensed to provide securities and investment advisory services in 53 states. Yvonne is registered with the Financial Industry Regulatory Authority (FINRA) and has been with Morgan Stanley since September 2008.

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ADVISOR BIO

Zachary French is an investment advisor representative with Morgan Stanley. Zachary is registered with the state of California and Texas. Zachary has been in the industry since 2021. Zachary has passed the Series 66, Series 7TO, and SIE exams. Zachary has 40 approved state registrations, and 2 approved IA state registrations. Zachary is a licensed agent, investment advisor representative, and registered representative. Zachary works with insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Zachary offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Zachary Tapia is a financial professional at Wells Fargo Clearing Services, LLC and has been in the industry since December 8, 2022. Zachary is a registered representative with Wells Fargo Clearing Services, LLC, and holds FINRA Series 7TO, SIE, and Series 66 licenses. Zachary holds active licenses in Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Minnesota, Missouri, Montana, Nevada, Tennessee, Utah, Virginia, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Zachary John Diskin is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Zachary has been in the financial services industry for a short period of time, starting his career in 2021 with Laurel Wealth Advisors. Zachary is registered as an Investment Advisor Representative in California and passed the Uniform Investment Adviser Law Examination in October of 2022. Zachary is currently located in Carlsbad, California and serves clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Integrated Wealth Concepts LLC is headquartered in Waltham, Massachusetts and is a registered investment advisor with assets under management of over 13 Billion dollars.

SPECIALIZATIONS