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CFP

Raymond Lucas

Integrated Wealth Concepts LLC
39 Years of Experience
Worcester, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Raymond Lucas is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Worcester, MA, with 39 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 North PArkway, Suite 201, Worcester, MA, 01605

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History

Regulatory History
Clean regulatory record

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.

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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
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
LPL Financial LLC
January 2018 - October 2020 · 2 yrs 9 mos
Lincoln Financial Advisors Corporation
December 2003 - October 2016 · 12 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
December 2003 - October 2016 · 12 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
December 2003 - June 2006 · 2 yrs 6 mos
Veravest Investment Advisors, INC.
January 1998 - December 2003 · 5 yrs 11 mos
Veravest Investments, INC.Broker
September 1997 - December 2003 · 6 yrs 3 mos
Aig Equity Sales CORP.Broker
July 1995 - September 1997 · 2 yrs 2 mos
New England SecuritiesBroker
June 1992 - July 1995 · 3 yrs 1 mo
Mimlic Sales CorporationBroker
September 1991 - June 1992 · 9 mos
Equity Services, INC.Broker
July 1991 - September 1991 · 2 mos
Commonwealth Equity Services, INC.Broker
May 1991 - July 1991 · 2 mos
New England SecuritiesBroker
August 1987 - May 1991 · 3 yrs 9 mos
Waddell & Reed, INC.Broker
December 1986 - March 1987 · 3 mos
State Registrations16 states
CACTFLILMAMENCNHNVNYPARISCTNTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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