Robert Lackey, financial advisor Germantown TN
90 score

Robert Lackey

CRD Number: 6116686
Current Firm: Securian Financial Services, Inc.

Robert Lackey (CRD# 6116686) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Germantown, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St Paul, MN Jan 2015 - Current 1
Minnesota Life Insurance Co St Paul, MN Jan 2015 - Current 1
Shoemaker Financial Germantown, TN Jan 2015 - Current 1
Thrivent Financial For Lutherans Appleton, WI Apr 2013 - Dec 2014 1
Thrivent Investment Management Inc. Memphis, TN Feb 2013 - Dec 2014 1
Thrivent Financial For Lutherans Appleton, WI Feb 2013 - Apr 2013 < 1
American National Insurance Galveston, TX Jul 2011 - Jan 2013 1
Expeditors International Memphis, TN Oct 2010 - Jul 2011 < 1
Sedgwick Cms Memphis, TN May 2010 - Aug 2010 < 1
University Of Memphis Memphis, TN Aug 2005 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Robert D. Lackey
Phone Number: 651-665-5609
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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