Erin Lacey (CRD# 6620145) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chadds Ford, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Wilmington, DE | Sep 2021 - Current | 2 |
| Applied Energy Group | Wilmington, DE | Apr 2021 - Sep 2021 | < 1 |
| Us Pro | Wilmington, DE | Nov 2020 - Apr 2021 | < 1 |
| The Bancorp | Wilmington, DE | Sep 2020 - Nov 2020 | < 1 |
| Point To Point Wealth Planning | Wilmington, DE | Feb 2016 - Sep 2020 | 4 |
| Unemployed | Wilmington, DE | Feb 2005 - Feb 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- DE
- PA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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