Caitlyn E Frament

Current Employers

Employment History

• 10/2011 → 09/2016
  Lincoln Financial Advisors
  Waltham, MA
• 09/2016 → 07/2018
  Lpl Financial, Llc
  Waltham, MA
• 07/2018 → 02/2021
  The Patriot Financial Group Insurance Agency, Llc
  Westborough, MA
• 07/2018 → 02/2021
  Securities America, Inc.
  Westborough, MA
• 02/2021 → 10/2021
  Securities America, Inc.
  West Warwick, RI
• 02/2021 → 10/2021
  The Patriot Financial Group Insurance Agency, Llc
  West Warwick, RI
• 10/2021 → 11/2021
  Morgan Stanley
  Boston, MA
• 11/2021 → Present
  Lpl Financial Llc
  Waltham, MA
• 11/2021 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2021-10-07 → 2021-12-03
  Morgan Stanley
  Boston, MA
• 2018-07-24 → 2021-10-04
  The Patriot Financial Group, Llc
  Walpole, MA
  West Warwick, RI

Other Businesses

1)12/15/2021 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/15/2021 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 1/7/2022 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/1/2022 - 80 Hours Per Month - Time Spent 50%. 4) 1/7/2022 - Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 1/1/2022 - 80 Hours Per Month - Time Spent 50%. 5) 1/7/2022 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 1/1/2022 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through INTEGRATED WEALTH CONCEPTS, LLC, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 80 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.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-11

Other Names

• Caitlyn Elizabeth Frament