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Mark K
Series 66
Wawick, RI
Integrated Wealth Concepts LLC
Mark Karnes is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors. In addition to his advisory work, he is the owner of Atwood Ave Donuts, Inc. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, and businesses, providing discretionary investment management, financial planning, and retirement plan advisory services through a network of independent advisors. The firm employs customized portfolio construction using mutual funds, ETFs, equities, and fixed income with a long-term approach alongside tactical rebalancing.
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