Jacklyn Lackey (CRD# 5520544) is an Investment Advisor Representative working at The Ayco Company, LP in Belton, TX and has over 15 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
The Ayco Company, L.p./mercer Allied | Belton, TX | Feb 2020 - Current | 4 |
Unemployed | Belton, TX | Nov 2019 - Jan 2020 | < 1 |
The Ayco Company, L.p./mercer Allied | Belton, TX | Jan 2019 - Oct 2019 | < 1 |
Unemployed | Belton, TX | Oct 2018 - Jan 2019 | < 1 |
The Ayco Company, L.p./mercer Allied | Belton, TX | Jun 2017 - Oct 2018 | 1 |
Unemployed | Belton, TX | Nov 2016 - May 2017 | < 1 |
The Ayco Company, L.p./mercer Allied | Dallas, TX | Mar 2014 - Oct 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
- TX
-
Total Assets Under Management28,619MILLIONS
-
Total Number of Accounts68,279ACCOUNTS
-
Average Account Value$419,147
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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