Lacey Roberts (CRD# 4245139) is an Investment Advisor Representative working at Integrity Financial Advisors, LLC in Wenham, MA and has over 22 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Financial Advisors, LLC | Edmond, OK | Jan 2022 - Current | 2 |
| Cape Investment Advisory, Inc. | Mcdonough, GA | Aug 2017 - Dec 2021 | 4 |
| Cape Securities, Inc. | Mcdonough, GA | Aug 2017 - Dec 2021 | 4 |
| Wbb Securities, LLC | Oklahoma City, OK | Nov 2016 - Jul 2017 | < 1 |
| Keystone Capital, Inc. | Edmond, OK | Dec 2014 - Oct 2016 | 1 |
| Massmutual Financial Group | Oklahoma City, OK | Mar 2008 - Mar 2016 | 8 |
| Mml Investors Svcs Inc. | Oklahoma City, OK | May 2008 - Nov 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- TX
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$233,387
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, MA, ME, NC, NH, OK, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.