Russell Scott Gorman

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

• 05/2016 → 04/2021
  Lincoln Financial Advisors
  Lenox, MA
• 06/2021 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 06/2021 → 10/2023
  Lpl Financial, Llc
  Worcester, MA

Previous Registrations

• 2016-05-10 → 2021-04-05
  Osaic Fa, Inc.
  Chicago, IL
  Lenox, MA
• 2006-03-09 → 2012-12-03
  Gorman Capital Strategies/"Gcs"
  Santa Monica, CA

Other Businesses

1) 6/2021- Integrated Financial Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Waltham, MA- start date 5/2021 -46hrs/mth 2) 6/2021- Integrated Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Waltham, MA -start 5/2021 3) 6/2021- Integrated- DBA for LPL Business (entity for LPL business)- Inv. Related- Waltham, MA -start 5/2021 4) 6/2021- COMMERCIAL CONSULTING SERVICES LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Lenox, MA- start date 3/1/2004- 34hrs/mth 5) 12/2024- INTUIT INC.- TAX PREP/ACCOUNTING/CPA- PART TIME- INV-REL- AT REPORT LOCATION(S) - 60 HOURS PER MONTH/60 HOURS PER SECURITIES TRADING 6) 6/2021- Russell Gorman- Non-Variable Insurance- Agent selling ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS AND TRADITIONAL LIFE - Inv. Related- Lenox, MA- start date 5/2016- 8hrs/mth 7) 7/6/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 5/10/2021 - 46 Hours Per Month During Securities Trading - Time Spent 27%. 8) 7/6/2021 - Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 5/10/2021 - 46 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 46 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9) 7/6/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 5/10/2021 - 46 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-09

Designations

• Certified Financial Planner
• Chartered Financial Analyst