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Richard Edward Lacross

Integrated Wealth Concepts LLC

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About Richard Edward Lacross

Richard Edward Lacross is a financial advisor based in Acton, Massachusetts. Richard is registered with the state of Massachusetts as an investment advisor representative. Richard has been a financial advisor since 2011. Richard has worked for a number of firms, including KLR Investment Advisors, LLC, LPL Financial, LLC, and Integrated Wealth Concepts LLC. Richard is a Certified Financial Planner and a Personal Financial Specialist. Richard is also a partner/co-founder of GreenWave Financial Advisors, LLC, a business that provides tax and personal financial planning services. Richard's current firm, Integrated Wealth Concepts LLC, has over 22,700 accounts and approximately $13.5 billion in assets under management. Integrated Wealth Concepts LLC primarily provides financial planning, pension consulting, and portfolio management services.

Firm Information

Richard Lacross 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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Richard Lacross’s Registration & Firm History

MA

10/10/2017 - Present

Integrated Wealth Concepts LLC (Acton MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Edward Lacross.
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