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WILLIAM JOSEPH BEAUDOIN
BILL BEAUDOIN
CRD#: 2472563
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVE
SUITE 4010
WALTHAM, MA 02451
LPL FINANCIAL LLCCRD#: 6413 200 5TH AVE., SUITE 4010
WALTHAM, MA 02451
Registration History
19952000200520102015202020252 FIRMS2003 - 2016 (12 years)2 FIRMS2016 - Present (8 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)2003 - 2006 (2 years)BVERAVEST INVESTMENTS, INC. (CRD# 3960)1994 - 2003 (9 years)IAVERAVEST INVESTMENT ADVISORS, INC. (CRD# 105796)1998 - 2003 (5 years)
License(s)

State Registrations

B
Arizona 9/27/2016

IA
Massachusetts 10/31/2016

B
California 9/27/2016

B
Minnesota 9/27/2016

B
Colorado 9/27/2016

B
Nevada 9/27/2016

B
Connecticut 9/27/2016

B
New Hampshire 9/27/2016

B
Florida 9/27/2016

B
New York 9/27/2016

B
Georgia 9/27/2022

B
Pennsylvania 5/31/2019

B
Illinois 6/13/2019

B
Rhode Island 9/27/2016

B
Kansas 3/20/2024

B
South Carolina 9/27/2016

B
Maine 9/27/2016

B
Vermont 9/27/2016

IA
Maine 12/15/2022

B
Virginia 9/27/2016

B
Maryland 11/12/2019

B
Washington 8/8/2018

B
Massachusetts 9/27/2016

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVE SUITE 4010, WALTHAM, MA 02451
KENNEBUNKPORT, ME
Registered with this firm since 10/31/2016

B
LPL FINANCIAL LLC (CRD#:6413)
200 5TH AVE., SUITE 4010, WALTHAM, MA 02451
KENNEBUNKPORT, ME
Registered with this firm since 9/27/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/19/2003 - 10/13/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
B
12/10/2003 - 10/13/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
B
12/10/2003 - 05/10/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
IA
01/01/1998 - 12/12/2003 VERAVEST INVESTMENT ADVISORS, INC. (CRD#:105796) WALTHAM, MA
B
04/14/1994 - 12/12/2003 VERAVEST INVESTMENTS, INC. (CRD#:3960) WORCESTER, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.