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Christopher H
Series 65
Greenville, NC
Integrated Wealth Concepts LLC
Christopher House is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Milestone Wealth, Edward Jones, and Cru. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing a primarily long-term investment approach.
David H
CFP®, Series 63, Series 65
Greenville, NC
Integrated Wealth Concepts LLC
David Hunt is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Capital Developers, LLC d/b/a Milestone Wealth and Raymond James Financial Services. He is also a member of the Inception Micro Angel Fund, an investment pool focused on startup companies, and holds a license as an independent insurance agent. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach and a range of model and wrap-fee options.
Robert H
CFP®, Series 65
Greenville, NC
Integrated Wealth Concepts LLC
Robert Hough is a CFP® with three years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. Prior to joining Integrated Wealth Concepts, he worked at Milestone Wealth and has experience in both the restaurant industry and education. He is also an independent insurance agent focusing on life and health insurance. Integrated Wealth Concepts LLC supports a broad client base, including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.
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