John Florence
John Florence is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 27 years of industry experience. John 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
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Regulatory History (1)
Customer Dispute
April 2022Other 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
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Sunamerica Capital Services, INC.Broker
American General Funds Distributors, 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.