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Anthony James Designor

16 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

Woodland Park, CO

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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

Anthony owns rental real estate and is an IAR for Integrated Wealth Concepts LLC, where he provides investment advisory services. He also owns The Forge, LLC, a rock climbing gym, and is a non-variable insurance agent, dedicating a few hours per week to this.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
June 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Morgan Stanley
March 2010 - June 2017 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - June 2017 · 8 yrs
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.