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Caitlyn E Frament
CAITLYN ELIZABETH FRAMENT
CRD#: 5122579
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
200620082010201220142016201820202022202420262 FIRMS2018 - 2021 (3 years)2 FIRMS2021 - 2021 (<1 year)2 FIRMS2022 - Present (3 years)BLPL FINANCIAL LLC (CRD# 6413)2016 - 2018 (1 year)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2011 - 2016 (5 years)BMETLIFE SECURITIES INC. (CRD# 14251)2006 - 2011 (5 years)BMETROPOLITAN LIFE INSURANCE CO... (CRD# 4095)2006 - 2007 (1 year)
License(s)

State Registrations

B
Massachusetts 1/3/2022

B
Rhode Island 1/3/2022

IA
Massachusetts 1/11/2022

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
Registered with this firm since 1/11/2022

B
LPL FINANCIAL LLC (CRD#:6413)
200 5TH AVE., SUITE 4010, WALTHAM, MA 02451
PROVIDENCE, RI
Registered with this firm since 1/3/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/07/2021 - 12/03/2021 MORGAN STANLEY (CRD#:149777) Boston, MA
B
10/07/2021 - 12/03/2021 MORGAN STANLEY (CRD#:149777) Boston, MA
IA
07/24/2018 - 10/04/2021 THE PATRIOT FINANCIAL GROUP, LLC (CRD#:172470) West Warwick, RI
B
07/23/2018 - 10/01/2021 SECURITIES AMERICA, INC. (CRD#:10205) WEST WARWICK, RI
B
09/29/2016 - 07/23/2018 LPL FINANCIAL LLC (CRD#:6413) WALTHAM, MA
B
10/24/2011 - 10/06/2016 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) WALTHAM, MA
B
04/25/2006 - 10/27/2011 METLIFE SECURITIES INC. (CRD#:14251) WESTBORO, MA
B
04/25/2006 - 07/09/2007 METROPOLITAN LIFE INSURANCE COMPANY (CRD#:4095) WEST WARWICK, RI
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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.