Raymond Joseph Lucas
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrated Wealth Concepts LLCAug 2024 to now
- LPL Financial LLCJul 2024 to now
- The Vanguard Group, Inc.Jun 2023 to Jun 2024
- BiztextSep 2022 to Jun 2024
- Comerica BankJun 2022 to Aug 2022
- Integrated PartnersJul 2021 to Aug 2021
- University of DelawareSep 2019 to May 2023
- AmazonMay 2019 to Aug 2019
- Life Time AthleticJul 2017 to Aug 2019
- Chamberlain PinesJul 2017 to Sep 2017
- Hopkinton High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7411027
- Firm CRD
- 284656