AL
ChFC
AL
ChFC

Albert Kwok Foo Li

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
24,115 clients
Average Client Portfolio
$629K average
Assets Under Management
$15.2B

Fee Structure

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Location

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

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Albert operates his LPL business through Integrated Financial Partners and Integrated Partners. He also provides investment advisory services through Integrated Wealth Concepts, dedicating nearly all of his time to this activity, and sells fixed life insurance, fixed annuities, disability income insurance, and long-term care insurance as an independent broker with First American Insurance Underwriters, spending a few hours per week.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 9 yrs 4 mos
LPL Financial LLC
October 2016 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Lincoln Financial Advisors Corporation
March 2009 - October 2016 · 7 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
February 2009 - October 2016 · 7 yrs 8 mos
Lincoln Financial Securities Corporation
March 2007 - May 2009 · 2 yrs 2 mos
Lincoln Financial Securities CorporationBroker
February 2007 - May 2009 · 2 yrs 3 mos
Equity Services, INC.Broker
March 2002 - February 2007 · 4 yrs 11 mos
Metlife Securities INC.Broker
April 1999 - March 2002 · 2 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
April 1999 - March 2002 · 2 yrs 11 mos
Signator Investors, INC.Broker
May 1998 - October 1999 · 1 yr 5 mos
Lincoln Financial Advisors CorporationBroker
October 1995 - April 1998 · 2 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
October 1995 - April 1998 · 2 yrs 6 mos
Metlife Securities INC.Broker
June 1990 - September 1995 · 5 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
June 1990 - September 1995 · 5 yrs 3 mos
Mony Securities CORP.Broker
September 1983 - May 1989 · 5 yrs 8 mos
State Registrations6 states
CAFLMAMENYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.