Raymond Lucas
Raymond Lucas is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Worcester, MA, with 38 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
100 North PArkway, Suite 201, Worcester, MA, 01605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond sells non-variable insurance products, including life and long-term care insurance, dedicating minimal time to this activity. He also owns rental real estate and is involved with Integrated Wealth Concepts LLC and Integrated Partners as a Registered Investment Advisor, spending nearly all of his time on these activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Aig Equity Sales CORP.Broker
New England SecuritiesBroker
Mimlic Sales CorporationBroker
Equity Services, INC.Broker
Commonwealth Equity Services, INC.Broker
New England SecuritiesBroker
Waddell & Reed, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.