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ChFC

Gina Wilson

Integrated Wealth Concepts LLC
37 Years of Experience
Fairfax, VA
1 DisclosureBrokerSells Insurance
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Gina Wilson is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 37 years of industry experience. Gina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4000 Legato rd, ste 410, Fairfax, VA, 22033

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gina is affiliated with Integrated Financial Partners and Integrated Wealth Concepts LLC, providing investment advisory services; these activities take up all of her time. Gina is also an insurance agent since 2017, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
June 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2009 - June 2017 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLC
March 2009 - June 2017 · 8 yrs 3 mos
Morgan Stanley
October 1998 - February 2004 · 5 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1998 - February 2004 · 5 yrs 7 mos
Crestar Securities CorporationBroker
March 1994 - July 1998 · 4 yrs 4 mos
Mnb Brokerage Alternative, INC.Broker
June 1991 - April 1994 · 2 yrs 10 mos
Mony Securities CORP.Broker
January 1987 - July 1991 · 4 yrs 6 mos
The Mutual Life Insurance Company of New YorkBroker
January 1987 - October 1990 · 3 yrs 9 mos
Princor Financial Services CorporationBroker
October 1985 - October 1986 · 1 yr
Ids Marketing CorporationBroker
March 1985 - November 1985 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1983 - April 1985 · 1 yr 5 mos
State Registrations3 states
SDTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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