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John Florence

Integrated Wealth Concepts LLC
28 Years of Experience
Waltham, MA
1 DisclosureSells Insurance
View SEC Summary
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John Florence is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

200 5th Ave, Suite 4010, Waltham, MA, 02451

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History

Regulatory History (1)
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Customer Dispute
April 2022
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John sells non-variable insurance products (fixed, LTC, life) since 2008, dedicating minimal time to this activity. He also spends his time as an IAR through Integrated Wealth Concepts and Integrated Partners, and as a DBA for LPL business through Integrated Financial Partners and Integrated Partners.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLCBroker
September 2016 - September 2025 · 9 yrs
Lincoln Financial Advisors Corporation
December 2003 - September 2016 · 12 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
November 2003 - September 2016 · 12 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
November 2003 - June 2006 · 2 yrs 7 mos
Veravest Investment Advisors, INC.
May 2003 - December 2003 · 7 mos
Veravest Investments, INC.Broker
August 2002 - December 2003 · 1 yr 4 mos
Sunamerica Capital Services, INC.Broker
October 2001 - April 2002 · 6 mos
American General Funds Distributors, INC.Broker
March 1998 - October 2001 · 3 yrs 7 mos
State Registrations2 states
GAMA
Advisor

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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