Raymond Joseph Lucas

Current Employers

Employment History

• 12/2003 → 09/2016
  Lincoln Financial Advisors Corp
  Worcester, MA
• 10/2016 → Present
  Lpl Financial Llc
  Worcester, MA
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Worcester, MA

Previous Registrations

• 2003-12-19 → 2016-10-11
  Osaic Fa, Inc.
  Worcester, MA
  Laconia, NH
• 1998-01-01 → 2003-12-12
  Veravest Investment Advisors, Inc.
  Waltham, MA

Other Businesses

(1) 10/05/2016: Raymond J. Lucas, Jr - Non-Variable Insurance - Investment Related - 100 N. Parkway Suite 201 Worcester, MA 01605 - Start 01/01/2000 - 2 Hr/Mo; 1 Hour(s) During Securities Trading; 1% Time Spent - Life, LTC (2) 10/05/2016: Raymond Lucas - Seminar - Not Investment Related - 100 N. Parkway Suite 201 Worcester, MA 01605 - Start 03/01/2014 - 3 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent - Seminar Guest Speaker (3) 10/05/2016: Arlington Real Estate LLC - Real Estate Rental - Investment Related - 50/52 Grafton St. Arlington, MA 02174 - Start 07/01/2012 - 2 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent (4) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 100 N. Parkway Suite 201 Worcester, MA 01605 - 100% Time Spent. (5) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - IAR. (6) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - IAR - 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. (7) 5/29/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 05/01/2019 - 160 Hours Per Month/40 Hours During Securities Trading. (8) 6/4/2019 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2019 - 160 Hours Per Month/40 Hours During Securities Trading. (9) 6/3/2020 - Integrated - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2020 - 0 Hours Per Month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-13
• S63 Uniform Securities Agent State Law Examination
  1986-12-11

Designations

Other Names

• Ray Lucas