Monica Lacey (CRD# 2948024) is an Investment Advisor Representative working at Lpl Financial LLC in New Era, MI and has over 26 years of experience in the finance industry.
CRD# 6581230
Raymond James & Associates, Inc.
CRD# 4412486
Osaic Institutions, Inc.
CRD# 6753952
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | New Era, MI | Feb 2017 - Current | 7 |
| Pegasus Wealth Strategies Inc. | Oak Brook, IL | Sep 2013 - Current | 10 |
| Sequoia Wealth Management, LLC | Barrington, IL | Feb 2017 - Dec 2021 | 4 |
| Raymond James Financial Services Advisors, Inc. | Oak Brook, IL | Jan 2009 - Feb 2017 | 8 |
| Raymond James Financial Services | Oak Brook, IL | Feb 2005 - Feb 2017 | 12 |
| Certified Financial Divorce Practicioner | Oak Brook, IL | Mar 2006 - Oct 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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
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 derived from SEC.gov data covering 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.
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.