Gina Wilson
Gina Wilson is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 36 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
4000 Legato rd, ste 410, Fairfax, VA, 22033
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Regulatory History (1)
Customer Dispute
October 2006Other 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
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Crestar Securities CorporationBroker
Mnb Brokerage Alternative, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Princor Financial Services CorporationBroker
Ids Marketing CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.