Lacey BargerCRD Number: 6488740
Current Firm: Avantax Advisory Services
Lacey Barger (CRD# 6488740) is an Investment Advisor Representative working at Avantax Advisory Services in Lawton, OK and has over 6 years of experience in the finance industry.
Avantax Advisory Services
Arvest Wealth Management
|Cameron University||Lawton, OK||Aug 2020 - Current||1|
|Avantax Advisory Services||Lawton, OK||Nov 2016 - Current||5|
|Avantax Insurance Agency, LLC||Lawton, OK||Aug 2016 - Current||5|
|Avantax Investment Services, Inc.||Lawton, OK||May 2015 - Current||6|
|Barnes Welsh & Perry Pc||Lawton, OK||Jan 2013 - Current||9|
|Cameron University||Lawton, OK||Aug 2012 - Apr 2013||< 1|
|Student||Lawton, OK||Apr 2012 - Aug 2012||< 1|
|Wm E Barnes, Pc||Lawton, OK||Jan 2012 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2015|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- A percentage of assets under your management
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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