Company Information

Get to know Integrated Financial Concepts San Diego

Integrated Financial Concepts is a financial services firm dedicated to helping clients pursue their financial goals. They offer a comprehensive suite of services including investment management, retirement planning, estate conservation, and insurance. The firm emphasizes a personalized approach, working closely with clients to understand their unique situations and build long-term relationships. As an independent firm, they are not tied to proprietary products, allowing them to offer objective advice and a wide range of financial products and services. Their team consists of qualified representatives registered with LPL Financial, a major independent broker/dealer.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Integrated Financial Concepts San Diego

United States

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.