William Lacy (CRD# 7073327) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calamos Wealth Management LLC | Naperville, IL | Mar 2023 - Current | 1 |
| Urban Financial Advisory Corporation | Chicago, IL | Jan 2021 - Dec 2022 | 1 |
| Trinity Financial Advisors LLC | Chicago, IL | Aug 2021 - Dec 2021 | < 1 |
| Lifetime Financial Group | Wilmette, IL | Mar 2020 - Aug 2021 | 1 |
| Trinity Financial Advisors | Chicago, IL | Aug 2019 - Mar 2020 | < 1 |
| American Institutes For Research | Washington, DC | May 2019 - Aug 2019 | < 1 |
| Pho Tnt Vietnamese Cuisine | Frederick, MD | May 2018 - May 2019 | 1 |
| Hood College | Frederick, MD | Aug 2015 - May 2019 | 3 |
| Weedman Lawncare Usa | Frederick, MD | Feb 2016 - May 2018 | 2 |
| Chandler Neuberger Community Center | Evanston, IL | May 2013 - Sep 2015 | 2 |
- IL
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Total Assets Under Management3,335MILLIONS
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Total Number of Accounts3,021ACCOUNTS
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Average Account Value$1,103,796
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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