Jacklyn Lackey, financial advisor Belton TX

Jacklyn Lackey

CRD Number: 5520544
Current Firm: The Ayco Company, LP

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.

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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
Contact Info for Jacklyn Lackey
Phone Number: 518-886-4000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    28,619
    MILLIONS
  • Total Number of Accounts
    68,279
    ACCOUNTS
  • Average Account Value
    $419,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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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