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ALBERT GERALD FILOSA
AL FILOSA
CRD#: 2732718
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Investment Adviser
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Previous Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVE
SUITE 4010
WALTHAM, MA 02451
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2017 - Present (8 years)BLPL FINANCIAL LLC (CRD# 6413)2017 - 2024 (7 years)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2003 - 2017 (13 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)2003 - 2006 (2 years)BVERAVEST INVESTMENTS, INC. (CRD# 3960)2003 - 2003 (<1 year)B1717 CAPITAL MANAGEMENT COMPANY (CRD# 4082)1997 - 2003 (5 years)BGUARDIAN INVESTOR SERVICES COR... (CRD# 6635)1996 - 1997 (1 year)IALINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2004 - 2017 (12 years)
License(s)

State Registrations

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Louisiana 5/13/2019

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Texas 5/4/2018

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Massachusetts 1/20/2017

Current Registration(s)
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INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVE SUITE 4010, WALTHAM, MA 02451
Registered with this firm since 1/20/2017

Previous Registration(s)
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01/20/2017 - 09/11/2024 LPL FINANCIAL LLC (CRD#:6413) WALTHAM, MA
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09/30/2004 - 01/30/2017 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
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11/26/2003 - 01/30/2017 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
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11/26/2003 - 05/10/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
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01/21/2003 - 12/11/2003 VERAVEST INVESTMENTS, INC. (CRD#:3960) WORCESTER, MA
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12/01/1997 - 01/28/2003 1717 CAPITAL MANAGEMENT COMPANY (CRD#:4082) NEWARK, DE
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10/18/1996 - 11/21/1997 GUARDIAN INVESTOR SERVICES CORPORATION (CRD#:6635) NEW YORK, NY
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Broker
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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.