Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Gilbert Lacy is a financial advisor with Synovus Securities, Inc. Frances has been in the financial services industry for over 20 years and holds the Series 7, Series 24, and Series 63 licenses. Frances has experience working with individuals, families, and businesses. Frances is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Before joining Synovus Securities, Inc. Frances worked at Southtrust Securities, Inc. and SunTrust Capital Markets, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
11/09/2004 - Present
Synovus Securities, Inc. (COLUMBUS GA)
AL
10/23/2002 - 11/02/2004
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
GA
11/13/2001 - 09/19/2002
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
BC
Issued 01/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Frances Lacy is the right advisor for you? Invested Better is here to help.
