Darrel LackeyCRD Number: 1051559
Current Firm: Waddell & Reed
Darrel Lackey (CRD# 1051559) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 32 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wentzville Rotary Club||Wentzville, MO||Jul 2015 - Current||1|
|Wentzville Community Historical Society||Wentzville, MO||Mar 2014 - Current||3|
|Wentzville Chamber Of Commerce||Wentzville, MO||Aug 2010 - Current||6|
|Waddell And Reed||Wentzville, MO||Jun 2000 - Current||16|
|Various Insurance Carriers For W & R Insurance Agencies||Wentzville, MO||Jun 2000 - Current||16|
|Lackey Financial Services||Wentzville, MO||Mar 1997 - Current||20|
|Wentzville Rotary Club||Wentzville, MO||Jul 2014 - Jun 2015||< 1|
|St Charles Insurance Agents & Financial Advisors||Wentzville, MO||Sep 2013 - Jul 2014||< 1|
|Wentzville Downtown Business Assoc||Wentzville, MO||Aug 2013 - Jul 2014||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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