Integrated Wealth Solutions
Integrated Wealth Solutions and RPAG
Why Plan Sponsors Prefer RPAG
OBJECTIVITY AND ATTENTION OF AN INDEPENDENT ADVISOR, STRENGTH AND RESOURCES OF A NATIONAL LEADER.
Plan sponsors place high value on performance and trust in a relationship. That's why Integrated Wealth Solutions joined Retirement Advisory Group (RPAG) to offer, with conviction, one of the clearest choices in retirement plan consulting firms. Integrated Wealth Solutions is a member of one of the nation's leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.
Benefits to Plan Sponsors
As one of the nation's largest provider of practice management resources for retirement plan consultants, RPAG works alongside Integrated Wealth Solutions to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean the welcomed confidence of:
RPAG users are some of the most respected in the retirement plan consulting industry. Here's why:
Integrated Wealth Solutions maintains full plan accountability through RPAG's advanced systems and processes that are governed by a robust technology platform. The RPAG platform is utilized by over 400 member firms that collectively account for over $300 billion in assets under influence as of January 1, 2017 and service over 30,000 plans. Count on these technology benefits:
*Investment advisory services offered through investment advisor representatives of MML Investors Services, LLC, a registered investment advisor. MML Plan Solutions ("MMLPS") is a "doing business as" name of MML Investors Services, providing consulting services to retirement plans. MML Investors Services is not a subsidiary or affiliate of any other entity noted in this material. CRN202006-232506. ACR#194968 06/16
About Retirement Plan Advisory Group
Retirement Plan Advisory Group (RPAG) makes available a comprehensive software platform designed specifically for the qualified retirement plan market. MML Investors Services, LLC has chosen the RPAG platform as a resource for its Representatives to use in the delivery of services to its qualified retirement plan customers. In its materials RPAG refers to representatives that have licenses as "members" or "RPAG Advisors"; however, there is no actual affiliation between any MML Investors Services, LLC representatives and any other RPAG "members" or "RPAG Advisors". You should note that reference in these materials to the number of advisors/representatives or assets under influence is designed only to illustrate the number and scope of the representatives using the platform.
Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.
Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202212-274387
FINRA Broker Check
Greg is licensed to sell insurance products in the following jurisdictions:
AR, CA, CO, CT, DE, GA, IA, IL, KS, MA, MI, MO, NC, NE, OK, OR, SD, TN, TX, UT, VA, WI
California Insurance Licensing: #Greg Harvey Domiciled in California CA Insurance License #0H48863
Arkansas Insurance Licensing #AR Insurance Producer License No. 93793
Greg is registered to offer securities in the following jurisdictions:
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NJ, OH, OK, SC, SD, TX, UT, VA
Scot, Jon and Sean are registered to offer securities in the following jurisdictions: KS, MO