Integrated Partners

Financial Services - Waltham, MA, US

Integrated Partners Employees
Stephen Carrigg

Director of Investment Analysis, Private Wealth Advisor

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Rob Sandrew

Chief Growth Officer

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John Cataldo

President-Advisory Services and Chief Legal Officer

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Heather Provost

Transition and Operations Manager

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John Munson

Marketing Consultant (Retired)

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Integrated Partners Details

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people's lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.

Integrated Partners logo, Integrated Partners contact details
Employees: 250 - 499
HQ: 781-890-3045
Location: Waltham, MA, US
Revenue: 5 - 10 Million
N/A
Integrated Partners Technologies
Marketing Automation

SharpSpring

Domain Name Services

Cloudflare DNS

Email Marketing

ExactTarget

Web Accelerators

CloudFlare

Other

Microsoft Office 365

Hosting

CloudFlare Hosting

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