Raymond
Lucas
Integrated Wealth Concepts LLC
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About this Advisor
Raymond Lucas is a financial advisor based in Worcester, Massachusetts, working with Integrated Wealth Concepts LLC. Raymond has previously held positions at The Vanguard Group, Inc, University Of Delaware, Comerica Bank, Integrated Partners, Amazon, Life Time Athletic, Chamberlain Pines, Boating In Boston, Hopkinton High School, Biztext, Lpl Financial LLC, and Integrated Wealth Concepts LLC. Raymond has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Raymond is part of Integrated Wealth Concepts LLC, which operates out of Worcester, Massachusetts. The firm has 112 offices and 455 employees. Integrated Wealth Concepts LLC manages assets totaling $15.2 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$15,176,000,000
455
50,867
$298,347
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Raymond Lucas Work History
Lpl Financial LLC
Integrated Wealth Concepts LLC
The Vanguard Group, Inc
Comerica Bank
Biztext
University Of Delaware
University Of Delaware
Integrated Partners
University Of Delaware
Amazon
Life Time Athletic
Chamberlain Pines
Boating In Boston
Hopkinton High School
Disclosures
Please visit the SEC profile of Raymond Lucas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Concepts LLC
Waltham, MA
New Bedford, MA
Worcester, MA
Roanoke, VA
Waltham, MA
Waltham, MA
Worcester, MA
San Diego, CA
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