Warren Lackey, financial advisor High Point NC

Warren Lackey

CRD Number: 3174515
Current Firm: Edward Jones

Warren Lackey (CRD# 3174515) is an Investment Advisor Representative working at Edward Jones in High Point, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Edward D. Jones & Company, LP High Point, NC Dec 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Warren R. Lackey
Phone Number: 314-515-2000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
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
  • Pension consulting services
  • 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, WY

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