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Raymond Joseph Lucas

Integrated Wealth Concepts LLC

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About Raymond Joseph Lucas

Raymond Lucas is a financial advisor registered with Integrated Wealth Concepts LLC and holds licenses in various states, including Arizona, California, Connecticut, Florida, Illinois, Maine, Massachusetts, Montana, New Hampshire, New Mexico, New York, North Carolina, Ohio, Rhode Island, South Carolina, and Washington. Raymond has been working in the financial industry since 2023. He is a Series 7TO, Series 66, and SIE exam holder. Raymond's experience includes providing investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm.

Firm Information

Raymond Lucas is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raymond Lucas’s Registration & Firm History

MA

08/27/2024 - Present

Integrated Wealth Concepts LLC (WORCESTER MA)

PA

07/24/2023 - 07/22/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 08/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Joseph Lucas.
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