Abraham & CO.
46yrs
Top advisor by experience in Gig Harbor
6yrs
Eric Daniel
Financial advisor at Integrated Wealth Concepts
Based in Gig Harbor, Washington, Eric Daniel is a fiduciary financial advisor with 6 years of industry experience. Eric has been with Integrated Wealth Concepts since 2021. Integrated Wealth Concepts offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 137 advisors with offices in Gig Harbor, and one of 132 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office3025 Harborview Drive, Gig Harbor, WA 98335
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowIntegrated Wealth Concepts LLCCurrent firm
Contact Eric
(781) 890-3045Firm headquarters in Waltham, MA. Ask for Eric. 3025 Harborview DriveGig Harbor, WA 98335Office · Get directions YouTube channelIntegrated Wealth Concepts
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Eric Daniel. Eric works from the Gig Harbor, WA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Washington
Cetera Investment Advisers
44yrs
Top 1% by experience in Washington
Sowell Management
43yrs
Top 1% by experience in Washington
LPL Financial
42yrs
Top 2% by experience in Washington
LPL Financial
41yrs
Top 3% by experience in Washington