John LackeyCRD Number: 4253902
Current Firm: Lpl Financial LLC
John Lackey (CRD# 4253902) is an Investment Advisor Representative working at Lpl Financial LLC in Weslaco, TX and has over 20 years of experience in the finance industry. John Lackey 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.
Stifel, Nicolaus & Company, Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Lpl Financial, LLC||Weslaco, TX||Jul 2017 - Current||3|
|Lackey Financial Management||Weslaco, TX||Sep 2006 - Current||14|
|Summit Brokerage Services, Inc.||Weslaco, TX||Sep 2016 - Jul 2017||< 1|
|Summit Financial Group Inc.||Boca Raton, FL||Sep 2016 - Jul 2017||< 1|
|Vsr Advisory Services||Overland Park, KS||Aug 2007 - Sep 2016||9|
|Vsr Financial Services, Inc.||Overland Park, KS||Sep 2006 - Sep 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management207,793MILLIONS
Total Number of Accounts892,326ACCOUNTS
Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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