Angelina Compston
Accounting and Case Design Associate
Angelina Compston
Accounting and Case Design Associate
I support our growth by assisting Kathy Donnelly, Director of Finance and Accounting, with the compilation of internal reports, compensation data processing, external reporting for the RIA’s SEC requirements, as well as ad hoc projects. I also support Raymond Lucas, Senior VP of Financial Planning and Training, by utilizing various financial planning and proprietary investment tools, such as e-Money and LIM, to build financial plans.
Our success…I was fortunate to intern first with Kathy Donnelly as an Accounting/Finance associate about a year ago and was offered the opportunity to work for the case design team about a year later. The level of work I produced validated my capabilities for me to advance to a full-time job position, supporting both teams.
My professional background includes a Bachelor of Science in Finance, minor in Management, and a Liberal Studies major with a concentration in global perspectives from Bentley University! #2020
Rounding out my life finds me going out to eat with friends and family, I love trying new food. During winter months, you can catch me skiing or snowboarding on the slopes!
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.