AS
AS

Andrew R Simpter

23 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

Andrew is affiliated with Universal Insurance Services, Integrated Financial Partners, and Integrated Wealth Concepts LLC. He provides investment advisory services through Integrated Wealth Concepts LLC and spends full-time on this activity, and dedicates a few hours per week as an insurance agent.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
June 2018 - Present · 7 yrs 8 mos
LPL Financial LLC
January 2018 - Present · 8 yrs 1 mo
LPL Financial LLCBroker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cetera Advisors LLCBroker
October 2016 - December 2017 · 1 yr 2 mos
Cetera Advisors LLC
October 2016 - December 2017 · 1 yr 2 mos
Investors Capital Advisory
January 2005 - October 2016 · 11 yrs 9 mos
Eastern Point Advisors INC.
December 2002 - December 2004 · 2 yrs
Investors Capital CORP.Broker
March 2002 - October 2016 · 14 yrs 7 mos
State Registrations12 states
CTFLILMAMENHNJNMNYPARIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.