Brad Capland (CRD# 4027121) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Concord, MA and has over 23 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | Nov 2016 - Current | 7 |
| Lpl Financial LLC | Waltham, MA | Nov 2016 - Current | 7 |
| Brad M. Capland, Cpa | Concord, MA | Dec 1991 - Current | 32 |
| Metlife Securities Inc. | Concord, MA | Jan 2015 - Oct 2016 | 1 |
| New England Securities | Boston, MA | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- MA
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Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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