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WILLIAM JOHN GEORGE
CRD#: 2497820
IA
Investment Adviser
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Previous Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVENUE
SUITE 4010
WALTHAM, MA 02451
Registration History
19952000200520102015202020252 FIRMS1995 - 1998 (3 years)2 FIRMS2002 - 2015 (12 years)2 FIRMS2015 - 2015 (<1 year)IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2024 - Present (<1 year)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2015 - 2016 (1 year)BCOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)1998 - 2002 (3 years)
Disclosure(s)
View By:
4/1/2016
Judgment / Lien
9/11/2015
Financial
Final
12/4/2014
Judgment / Lien
License(s)

State Registrations

IA
Massachusetts 8/9/2024

Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVENUE SUITE 4010, WALTHAM, MA 02451
100 NORTH PARKWAY SUITE 201, WORCESTER, MA 01605
Registered with this firm since 8/9/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
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03/11/2015 - 10/25/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
IA
01/02/2015 - 03/12/2015 METLIFE SECURITIES INC. (CRD#:14251) WELLESLEY, MA
B
01/02/2015 - 03/12/2015 METLIFE SECURITIES INC. (CRD#:14251) WELLESLEY, MA
IA
07/23/2002 - 01/02/2015 NEW ENGLAND SECURITIES CORPORATION (CRD#:615) WELLESLEY, MA
B
04/24/2002 - 01/02/2015 NEW ENGLAND SECURITIES (CRD#:615) WELLESLEY, MA
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11/16/1998 - 04/19/2002 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) WALTHAM, MA
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02/27/1995 - 11/17/1998 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) MILWAUKEE, WI
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02/27/1995 - 11/17/1998 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) MILWAUKEE, WI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.