Joseph O'loughlin
Joseph O'loughlin is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 40 years of industry experience. Joseph 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
200 5th Ave, Suite 4010, Waltham, MA, 02451
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Joseph operates his LPL business through Integrated Financial Partners and Integrated Wealth Concepts, LLC. He dedicates full-time hours to providing investment advisory services through Integrated Wealth Concepts, LLC, and spends minimal time on non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Bear, Stearns & CO. INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
D. Blech & Company, IncorporatedBroker
Advest, INC.Broker
Lehman Brothers INC.Broker
State Registrations17 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.