Jeffrey
Lacross

Integrated Wealth Concepts LLC

CRD#5425999
Investment Advisor
in Beverly, MA

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About this Advisor

Jeffrey Lacross is a financial advisor based in Beverly, Massachusetts, working with Integrated Wealth Concepts LLC. Jeffrey has previously held positions at Vitale, Caturano & Co, LTD, Lacross Financial Advisors, and Vc&C Capital Advisers, LLC. Jeffrey is registered to provide services in Massachusetts. Currently, Jeffrey is part of Integrated Wealth Concepts LLC, which operates out of Beverly, Massachusetts. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including 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, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 Cummings Center Suite 411-J
Beverly, MA 01915

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$12,394,481,000

MA Average: $16,012,751,954
Total Number of Employees

424

MA Average: 118
Total Number of Accounts

44,485

MA Average: 4,567
Average Account Size

$278,622

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jeffrey Lacross Work History

2016 - Present (8 years)

Lacross Financial Advisors

2007 - 2016 (9 years)

Vitale, Caturano & Co, LTD

2007 - 2016 (9 years)

Vc&C Capital Advisers, LLC

Disclosures

Please visit the SEC profile of Jeffrey Lacross 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

Bradley Stewart
Waltham, MA
Brian Tarro
Naperville, IL
Ramona Santos
Marlton, NJ
Andrew Ross
Waltham, MA
Eric Daniel
Gig Harbor, WA
David Kline
Waltham, MA
Rosa Jardim
New Bedford, MA
Tejas Bartakke
Chesapeake, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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