Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lacy is a financial advisor registered with TD Capital Management LLC, a firm based in Memphis, Tennessee. Christopher has been registered with the firm since March 2008. Christopher has been in the financial services industry since July 2007. Christopher holds the Series 7 and Series 63 licenses and is also a Certified Financial Planner. Christopher specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TN
03/20/2012 - Present
TD Capital Management LLC (MEMPHIS TN)
NJ
07/16/2007 - 03/03/2008
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
04/18/2007 - 07/19/2007
UBS SERVICES USA LLC (WEEHAWKEN NJ)
BC
Issued 05/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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