Advisor at Integrated Wealth Solutions, LLC
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Firm
Integrated Wealth Solutions, LLC
Location
York, PA 17402
Credentials
Series 63, Series 65
Industry experience
12 years
Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CAPE Securities, Inc., Terra Wealth Management, LLC, and Primerica Advisors. Outside of advisory roles, he is the owner and president of TH Real Estate Management LLC, a small rental property business. Integrated Wealth Solutions serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm emphasizes tailored Investment Policy Statements and combines fundamental and technical analysis within a long-term trading framework.
Based on Integrated Wealth Solutions, LLC
Financial planning fees between $250 and $500
Up to 1.45%
Account minimum: $25,000
2215 E. Market St
York, PA 17402
Pennsylvania
Integrated Wealth Solutions, LLC
2025 - Present (1 year)
CAPE SECURITIES, iNC.
2022 - 2025 (3 years)
Terra Wealth Management, LLC
2022 - 2025 (3 years)
Primerica Advisors
2014 - 2022 (8 years)
Primerica Financial services
2013 - 2022 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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