Melissa Lacey, financial advisor San Diego CA

Melissa Lacey

CRD Number: 2540512
Current Firm: Mma Securities LLC

Melissa Lacey (CRD# 2540512) is an Investment Advisor Representative working at Mma Securities LLC in San Diego, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Mma Securities LLC San Diego, CA Sep 2021 - Current 2
Mma San Diego, CA Sep 2021 - Current 2
Lockton Companies, LLC Los Angles, CA Dec 2017 - Sep 2021 3
Lockton Financial Advisors, LLC Los Angles, CA Dec 2017 - Sep 2021 3
Lockton Investment Advisors Los Angles, CA Dec 2017 - Sep 2021 3
Pentegra Distributors Inc. Shelton, CT Feb 2015 - Dec 2017 2
Pentegra Investors,inc. White Plains, NY Feb 2015 - Dec 2017 2
Pentegra Services, Inc. White Plains, NY Jan 2015 - Dec 2017 2
401kdirect Campbell, CA Mar 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Melissa L. Lacey
Phone Number: 212-345-5000
Firm Website: https://compassfp.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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