Timothy Byers (CRD# 7870812) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Frenso, CA and has 1 year of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | Feb 2024 - Current | < 1 |
| Byers Accountancy Corporation | Fresno, CA | Oct 2008 - Current | 15 |
- CA
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Total Assets Under Management12,394MILLIONS
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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)
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