JK
Julie Keating
from Integrated Wealth Concepts LLC
Julie Keating is a financial advisor based in Massachusetts, Waltham,
with 15 years of experience. Julie currently works for
Integrated Wealth Concepts LLC.
Julie maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julie Keating works at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC is a financial advisory firm based in Waltham, Massachusetts. It currently has approximately $7,465,967,800 of assets under management and employs about 178 people. Integrated Wealth Concepts LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
200 5th Avenue, 4th Floor, Waltham, Massachusetts, 2451
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