Amy Oviedo
Amy Oviedo is a registered investment advisor at Integrated Wealth Concepts LLC, based in Manassas, VA, with 28 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
10550 Linden Lake Plaza, Suite 300, Rm 108, Manassas, VA, 20109
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy sells accident, health, disability, LTC, health savings accounts, medicare supplements, and traditional life insurance products, dedicating a few hours per week to this. She also provides investment advisory services through Integrated Wealth Concepts, spending about 60% of her time on this activity, and has other business activities including motivational speaking, notary services, direct sales, and outside employment.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Investment Advisors
Proequities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Citicorp Investment ServicesBroker
Dean Witter Reynolds INC.Broker
First Maryland Brokerage CorporationBroker
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.
Exams
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