William Bettis
William Bettis is a registered investment advisor at Integrated Wealth Concepts LLC, based in Carlsbad, CA, with 35 years of industry experience. William 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
Carlsbad, CA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2010Regulatory
July 2010Customer Dispute
May 2004Other Business Activities
William is an Investment Advisor Representative (IAR) doing business as Laurel Wealth Advisors through Integrated Wealth Concepts, LLC. This activity takes a full-time commitment during securities trading hours.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Stancorp Investment Advisers, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Edward JonesBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Wells Fargo Securities INC.Broker
Essex National Securities, INC.Broker
First Interstate Investments,inc.Broker
Pruco Securities CorporationBroker
Baraban Securities, INC.Broker
State Registrations2 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.