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Richard Edward Lacross

Integrated Wealth Concepts LLC

Acton, MA

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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-10-10
  • MA RA
    APPROVED
    Since 2017-10-10

Branch Locations

537 Massachusetts Ave #201, Acton, MA 01720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Westborough MA 02/2016 Present
Greenwave Financial Advisors Acton MA 12/2015 Present
  • 02/2016 → Present
    Lpl Financial, Llc
    Westborough, MA
  • 12/2015 → Present
    Greenwave Financial Advisors
    Acton, MA
Previous Registrations
  • 2016-03-07 → 2017-05-08
    Lpl Financial Llc
    Acton, MA
    Westborough, MA
  • 2011-02-23 → 2016-01-04
    Klr Investment Advisors, Llc
    Waltham, MA
    Providence, RI
  • 2010-10-13 → 2011-01-31
    Choreo, Llc
    Boston, MA
  • 2005-12-14 → 2010-09-14
    Caturano Wealth Management, Llc
    Boston, MA
Other Businesses

1. Partner/Co-Founder of GreenWave Financial Advisors, LLC located at 537 Massachusetts Avenue #201, Acton, MA 01720. The business provides tax and personal financial planning services. No investment related services are provided.

Designations
Other Names
  • Richard Edward Lacross
  • Richard Edward Lacross

View on SEC IAPD

Other Firms

COLMAN KNIGHT ADVISORY GROUP, LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SECHREST FINANCIAL SERVICES
EDWARD JONES
COLLABORATIVE WEALTH ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Other Investors

MICHELLE LYNN CONTOIS
David Kwasi Manteau
MARC GERALD BERMAN
RICHARD KEITH COLMAN
Joseph James Knight Colman
AMY MCGOWAN
Thomas Joseph Morgera
Katherine Frances Kiezulas

Other Offices

COLMAN KNIGHT ADVISORY GROUP, LLC · ACTON, MA
CITIZENS SECURITIES, INC. · ACTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ACTON, MA
SECHREST FINANCIAL SERVICES · ACTON, MA
EDWARD JONES · LITTLETON, MA
COLLABORATIVE WEALTH ADVISORS, LLC · WESTFORD, MA
COMMONWEALTH FINANCIAL NETWORK · Westford, MA
LPL FINANCIAL LLC · WESTFORD, MA

More in Acton, MA

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