Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Lucas is a financial advisor with over 30 years of experience in the financial services industry. Raymond is currently registered with Integrated Wealth Concepts LLC, an independent Registered Investment Advisor firm based in Waltham, Massachusetts. Raymond provides investment advisory services to individuals, corporations, and charitable organizations. Raymond also has experience in financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
05/04/2018 - Present
Integrated Wealth Concepts LLC (Worcester MA)
MA
12/05/2003 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WORCESTER MA)
IN
12/05/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
09/17/1997 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
07/13/1995 - 09/15/1997
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
06/10/1992 - 07/13/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
09/19/1991 - 06/10/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
VT
07/22/1991 - 09/26/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
05/10/1991 - 07/23/1991
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
08/31/1987 - 05/30/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/10/1986 - 03/09/1987
WADDELL & REED, INC.
IA
Issued 12/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Raymond Lucas is the right advisor for you? Invested Better is here to help.
