AA
AA

Andrew Seymour Adil

33 Years of Experience
Sells 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

1340 Sullivan Avenue, South Windsor, CT, 06074

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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

Andrew is involved with several investment-related DBAs for his LPL business, including Integrated Partners, Coburn Financial, and Integrated Financial Partners. He also provides investment advisory services through Integrated Wealth Concepts, LLC, spending nearly full-time on this activity, and dedicates minimal time as a non-variable insurance agent.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
July 2021 - March 2023 · 1 yr 8 mos
Coburn & Meredith, INC.
October 2017 - July 2021 · 3 yrs 9 mos
Coburn & Meredith, INC.Broker
October 2017 - July 2021 · 3 yrs 9 mos
MML Investors Services, LLC
March 2017 - June 2017 · 3 mos
MML Investors Services, LLCBroker
March 2017 - June 2017 · 3 mos
Msi Financial Services, INC.
September 2015 - March 2017 · 1 yr 6 mos
Msi Financial Services, INC.Broker
July 2015 - March 2017 · 1 yr 8 mos
Allstate Financial Advisors, LLC
January 2014 - April 2015 · 1 yr 3 mos
Allstate Financial Services, LLCBroker
January 2014 - April 2015 · 1 yr 3 mos
Cetera Advisor Networks LLC
September 2013 - December 2013 · 3 mos
Cetera Advisor Networks LLCBroker
September 2013 - December 2013 · 3 mos
Tower Square Securities, INC.
April 2004 - September 2013 · 9 yrs 5 mos
Tower Square Securities, INC.Broker
November 1991 - September 2013 · 21 yrs 10 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.