Fernando Diego Perez

Current Employers

Employment History

• 07/2010 → 10/2016
  Lincoln Financial Advisors
  Waltham, MA
• 10/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

(1) 10/07/2016: No Business Name - Non-Variable Insurance - Investment Related - At reported location- Start 09/20/2016 - 2 Hr/Mo; 1 Hour(s) During Securities Trading; 5% Time Spent - Life, LTC, Fixed, Health and disability (2) 10/07/2016: No Business Name - Real Estate Rental - Investment Related - 12 Willow Park, Watertown MA 02472. 137 Sharon Street, Medford, MA, 02155. 14 Shawmut Ave., Wayland MA 01778. 4 Hr/Mo; 0 Hour(s) During Securities Trading; 5% Time Spent (3) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (4) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - At reported location - 100% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% of my time 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. (5) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At reported location - 100% Time Spent (6) 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. (7) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2021 - 1 Hour Per Month During Securities Trading. (8) 7/26/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/07/2021 - 80 Hours Per Month/80 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-22
• S63 Uniform Securities Agent State Law Examination
  1992-10-22