Joseph Peter Roberts Jr

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 11/2016
  Lincoln Financial Advisors
  Wellesley, MA
• 11/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 02/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1. 11/16/2016 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WALTHAM, MA 2. 11/16/2016 - ROBERTS FINANCIAL, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 10%/ WELLESLEY, MA 3. 11/16/2016 - TERRIER SPORTS, INC/ BUSINESS OWNER/ 25%/ WELLESLEY, MA 4. 11/16/2016 - ROBERTS FINANCIAL, LLC/ NON-VARIABLE INSURANCE - PROPERTY & CASUALTY/ 40%/ WELLESLEY, MA 5. 11/16/2016 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ 1%/ 123 WASHINGTON ST, WELLESLEY HILLS, MA 02481-3204. 6. 12/14/2016 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100%. 7. 12/14/2016 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100%.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-11-20

Other Names

• Joseph Peter Roberts
• Joseph Peter Roberts