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Leal Deddens

22 Years of Experience
Fairfax, VA
1 DisclosureBrokerSells Insurance

Leal Deddens is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 22 years of industry experience. Leal 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
426 advisors
Number of Clients
24,777 clients
Average Client Portfolio
$664K average
Assets Under Management
$16.4B

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.

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Location

4000 Legato Rd, Suite 410, Fairfax, VA, 22033

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History

Regulatory History (1)
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Employment Separation After Allegations
January 2001
Other Business ActivitiesSells Insurance

Leal operates several DBAs for his LPL business and Integrated Wealth Concepts, spending minimal time on each. He also sells non-variable insurance, dedicating a small percentage of his time to it.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
November 2016 - Present · 9 yrs 6 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
LPL Financial LLC
September 2017 - September 2018 · 1 yr
Lincoln Financial Advisors CorporationBroker
August 2010 - October 2016 · 6 yrs 2 mos
Lincoln Financial Advisors Corporation
August 2010 - October 2016 · 6 yrs 2 mos
Ameriprise Financial Services, INC.
February 2004 - August 2010 · 6 yrs 6 mos
Ameriprise Financial Services, INC.Broker
December 2003 - August 2010 · 6 yrs 8 mos
Ids Life Insurance CompanyBroker
December 2003 - July 2006 · 2 yrs 7 mos
State Registrations33 states
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AdvisorBrokerBoth

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.