Gordon Lackey (CRD# 2553380) is an Investment Advisor Representative working at Relativity Capital Advisors, LLC in Greensboro, GA and has over 29 years of experience in the finance industry. Gordon Lackey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3012105
Lpl Financial LLC
CRD# 6374744
Edward Jones
CRD# 1247696
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Relativity Capital Advisors, LLC | Greensboro, GA | Oct 2015 - Current | 8 |
| #ia Barber Lackey Financial Group | Atlanta, GA | Apr 2002 - Dec 2016 | 14 |
| Barber Lackey Financial Group | Atlanta, GA | Oct 1999 - Dec 2016 | 17 |
| Presidium Capital, LLC | Greensboro, GA | Dec 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management24MILLIONS
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Total Number of Accounts205ACCOUNTS
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Average Account Value$114,971
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
GA
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