Lacey Nixon, financial advisor Dallas TX
89 score

Lacey Nixon

CRD Number: 6236483
Current Firm: The Ayco Company,l.p.

Lacey Nixon (CRD# 6236483) is an Investment Advisor Representative working at The Ayco Company,l.p. in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Dallas, TX Mar 2013 - Current 3
Boston Consulting Group Dallas, TX Feb 2010 - Mar 2013 3
University Of Texas At Arlington Arlington, TX Jan 2010 - Aug 2012 2
Keller Williams Plano, TX Apr 2009 - Jan 2010 < 1
Collin County Community College Plano, TX Jan 2007 - Jan 2010 3
Unemployed Plano, TX Jan 2009 - Apr 2009 < 1
Provident Royalites Dallas, TX May 2008 - Jan 2009 < 1
University Of Texas At Dallas Richardson, TX Jan 2008 - Jan 2009 1
Higier Allen Lautin Addison, TX May 2007 - Jan 2008 < 1
Bjs Brewhouse Plano, TX Jan 2007 - May 2007 < 1
Payne Spencer Kent, WA Sep 2004 - Dec 2006 2
Burlington Edison High School Burlington, WA Sep 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Lacey A. Nixon
Phone Number: 518-886-4000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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