Michael Scott Farmer

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

• 12/2003 → 01/2017
  Lincoln Financial Advisors
  Worcester, MA
• 01/2017 → Present
  Lpl Financial Llc
  Worcester, MA
• 01/2017 → Present
  Integrated Wealth Concepts Llc
  Worcester, MA

Previous Registrations

• 2003-12-12 → 2017-01-25
  Osaic Fa, Inc.
  Laconia, NH
  Worcester, MA
  Laconia, NH
• 2002-04-18 → 2003-12-09
  Veravest Investment Advisors, Inc.
  Waltham, MA

Other Businesses

1. 1/6/2017 - INSURANCE BROKERAGE BUSINESS - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Started 1/1/2005 - 8 Hours Per Month/4 Hours During Securities Trading - Time Spent 5% - Disability, Accident and health, fixed group benefits, LTC and traditional. 2. 1/16/2018 - Integrated Wealth Concepts, LLC - DBA: Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/06/2017 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in January 2018. I expect to spend approximately 40 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. 3. 1/22/2018 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/06/2017 - 40 Hours Per Month During Securities Trading. 4. 5/3/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 5. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 03/07/2022 - Bay State Savings Bank - Not Investment Related - 28 Franklin Street Worcester , MA. 01608 - Non-Profit Board Member - Director - Start Date - 03/01/22 - 2 Hours Per Month/2 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-10

Designations

• Certified Financial Planner