Adviser and broker representative · Integrated Wealth Concepts LLC
Gina P. Wilson
CRD 1204480 · Fairfax, VA
At a glance
Gina P. Wilson is an investment adviser representative with Integrated Wealth Concepts LLC in Fairfax, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gina’s SEC record dates to 1998, about 28 years ago. Gina is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Integrated Wealth Concepts LLCSince June 2017Fairfax, VA · $24B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Gina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.