Lacey Cobb, financial advisor Greenwood Village CO

Lacey Cobb

CRD Number: 5823747
Current Firm: Empower Advisory Group, LLC

Lacey Cobb (CRD# 5823747) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry. Lacey Cobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Empower Advisory Group, LLC Greenwood Village, CO Apr 2023 - Current < 1
Personal Capital San Francisco, CA Aug 2018 - Current 5
Polaris Greystone Financial Group, LLC San Rafael, CA Jan 2013 - Jul 2018 5
Polaris Equity Management, Inc. San Francisco, CA Jan 2010 - Jul 2018 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Lacey A. Cobb
Phone Number: 866-575-4977
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    116,213
    MILLIONS
  • Total Number of Accounts
    236,022
    ACCOUNTS
  • Average Account Value
    $492,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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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