Amy Oviedo
Amy Oviedo is a registered investment advisor at Integrated Wealth Concepts LLC, based in Manassas, VA, with 27 years of industry experience. Amy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
10432 Balls Ford Road, Suite 300, Manassas, VA, 20109
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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 Registrations16 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.