Kristi Lee Carlson
Chief Finance OfficerIntegrated Wealth Concepts LLCCRD 4287679
About Kristi Lee Carlson
Kristi Lee Carlson is listed as Chief Finance Officer at Integrated Wealth Concepts LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Integrated Wealth Concepts LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kristi Lee Carlson work?
Kristi Lee Carlson is listed as Chief Finance Officer at Integrated Wealth Concepts LLC on SEC Form ADV.
How much of Integrated Wealth Concepts LLC does Kristi Lee Carlson own?
Form ADV reports a beneficial ownership band of Under 5%.
Integrated Wealth Concepts LLC
| Title | Chief Finance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1998 |