Richard Edward Lacross

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

• 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

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Richard Edward Lacross
• Richard Edward Lacross