Michael Houssan (CRD# 4286992) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 23 years of experience in the finance industry.
CRD# 5046672
Lido
CRD# 1388001
Tcg Wealth Management
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Worcester, MA | Feb 2018 - Current | 6 |
| Integrated Wealth Concepts LLC | Waltham, ME | Feb 2018 - Current | 6 |
| Houssan & Ojerholm, Pc | Worcester, MA | Jan 2008 - Current | 16 |
| Mml Investors Services, LLC | Worcester, MA | Mar 2017 - Feb 2018 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Feb 2018 | 1 |
| Msi Financial Services, Inc. | Worcester, MA | Aug 2016 - Mar 2017 | < 1 |
| Cssc Brokerage Services, Inc. | Worcester, MA | Mar 2007 - Sep 2016 | 9 |
| Cssc Investment Advisory Services | Worcester, MA | Oct 2000 - Sep 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- MA
-
Total Assets Under Management12,394MILLIONS
-
Total Number of Accounts44,485ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.