Richard Lacross (CRD# 5030265) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Acton, MA and has 1 year of experience in the finance industry. Richard Lacross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Westborough, MA | Feb 2016 - Current | 8 |
| Greenwave Financial Advisors | Acton, MA | Dec 2015 - Current | 8 |
| Klr Investment Advisors, LLC | Waltham, MA | Feb 2011 - Dec 2015 | 4 |
- MA
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Total Assets Under Management12,394MILLIONS
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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