Raul Noah Lizalde

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

• 03/2022 → 09/2022
  Retirement Wealth Advisors, Llc
  Grand Rapids, MI
• 08/2020 → Present
  Vebs
  Escondido, CA
• 06/2017 → 05/2020
  Arizona State University - Sun Devil Fitness Complex
  Tempe, AZ
• 02/2011 → Present
  Vebs
  Escondido, CA
• 08/2020 → 09/2022
  Independent Insurance Agent
  Escondido, CA
• 09/2022 → 01/2025
  Onedigital Investment Advisors, Llc
  Overland Park, KS
• 01/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2022-10-12 → 2025-01-21
  Onedigital
  Escondido, CA
  Overland Park, KS
• 2022-03-23 → 2022-09-12
  Brookstone Wealth Advisors, Llc
  Escondido, CA
  Wheaton, IL

Other Businesses

VEBS - Business manager, Not investment related 533 s vinewood st escondido ca 92029 Federal employee retirement training 160hrs/ month Handle day to day phone calls, IT solutions, administrative work Independent insurance agent - investment related. quotes and sales regarding life insurance to clients. Maintenance on client accounts relating to life insurance. 533 S Vinewood St, Escondido, CA 92029 life agent - 08/2020 80hrs/ month 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-03

Other Names

• Noah Lizalde