Unclaimed Profile

Kristi Lee Carlson

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts

Clean recordINTEGRATED WEALTH CONCEPTS LLC

200 5TH AVENUE, WALTHAM, MA 02451CRD# 4287679Firm CRD# 284656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristi Lee Carlson · WALTHAM, MA

Registration

CRD #4287679 · INTEGRATED WEALTH CONCEPTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kristi Lee Carlson is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with INTEGRATED WEALTH CONCEPTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Kristi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kristi is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

INTEGRATED WEALTH CONCEPTS LLC

AUM

$13.5B

Regulatory assets under management

Employees

424

Total firm employees

View all advisors at INTEGRATED WEALTH CONCEPTS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4287679

Firm CRD# 284656

View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kristi Lee Carlson offer?

Kristi Lee Carlson specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Kristi Lee Carlson's credentials?

Kristi Lee Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristi Lee Carlson located?

Kristi Lee Carlson is based in WALTHAM, Massachusetts, working with INTEGRATED WEALTH CONCEPTS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Kristi Lee Carlson charge for services?

Kristi Lee Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED WEALTH CONCEPTS LLC?

INTEGRATED WEALTH CONCEPTS LLC has approximately 424 employees and manages $13.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →