Robert LackeyCRD Number: 6116686
Current Firm: Woodbury Financial Services, Inc.
Robert Lackey (CRD# 6116686) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Germantown, TN and has over 5 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Woodbury Financial Services Inc.||Germantown, TN||Jun 2017 - Current||1|
|Minnesota Life Insurance Co||St Paul, MN||Jan 2015 - Current||3|
|Shoemaker Financial||Germantown, TN||Jan 2015 - Current||3|
|Securian Financial Services Inc.||St Paul, MN||Jan 2015 - May 2017||2|
|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|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV, WY
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