Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lackey is an Investment Advisor Representative associated with Beacon Financial Advisers, Inc. Chad has been in the industry since January 2005. He is registered in Georgia and South Carolina and offers a range of advisory services including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Chad has a Series 7, Series 63, and Series 65 license. He is also a registered representative of Beacon Financial Advisers, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
06/24/2013 - Present
Beacon Financial Advisers, Inc. (CONYERS GA)
GA
01/07/2005 - 09/04/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
IA
Issued 12/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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