Angelina Compston
Accounting and Case Design Associate
Angelina Compston
Advanced Planning Associate
I support our growth by supporting 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. This is how we continuously support our advisors on the advanced planning team.
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 advanced planning team about a year later. I have worked on the team for about 5 years now.
My professional background includes a Bachelor of Science in Finance, a minor in Management, and a Liberal Studies major with a concentration in global perspectives from Bentley University! #2020 I am currently studying for my SIE and want to achieve more licenses.
Rounding out my life finds me going out to eat with friends and family, I love trying new food. I also love to travel!
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.
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