Warren Lackey, financial advisor High Point NC
90 score

Warren Lackey

CRD Number: 5975262
Current Firm: Edward Jones

Warren Lackey (CRD# 5975262) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 5 years of experience in the finance industry.

Similar Advisors
David Childs, financial advisor High Point NC
David Childs
CRD# 5145179
Spartan Planning & Wealth Management
Score
103
Similar Advisors
Patrick Rush, financial advisor High Point NC
Patrick N. Rush
CRD# 2639709
Triad Financial Advisors, Inc.
Score
103
Similar Advisors
Robert Russell, financial advisor High Point NC
Robert G. Russell
CRD# 2614704
Nfp Advisor Services, LLC
Score
103
Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2011 - Current 5
Tanger Outlets Boone, NC Jan 2009 - Jul 2011 2
Vector Marketing Conover, NC May 2010 - Dec 2010 < 1
Unemployed Boone, NC Jul 2008 - Dec 2008 < 1
Thomas Moser Cabinetmakers Auburn, ME Jan 2008 - Jun 2008 < 1
Unemployed Hickory, NC Oct 2007 - Dec 2007 < 1
Sherill Furniture Company Hickory, NC Sep 2007 - Sep 2007 < 1
Unemployed Hickory, NC Jun 2007 - Aug 2007 < 1
Ace Hardware Hickory, NC Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Warren R. Lackey
Phone Number: 314-515-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.