Lacey Barger, financial advisor Lawton OK

Lacey Barger

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lacey L. Barger
Phone Number: 972-870-6000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
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, VT, WA, WI, WV, WY

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