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Hayden Matthew Lackey

Fisher Retirement Solutions LLC

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About Hayden Matthew Lackey

Hayden Matthew Lackey is a registered investment advisor representative with Fisher Retirement Solutions LLC. Hayden has been working in the financial services industry since 2010 and has a strong background in investment advice. Hayden has a Series 7, Series 63, and Series 65 license. Hayden is currently registered in Texas. Prior to joining Fisher Retirement Solutions LLC, Hayden worked at LPL Financial LLC, Fidelity Brokerage Services LLC, and Wells Fargo Advisors, LLC.

Firm Information

Hayden Lackey is currently registered with Fisher Retirement Solutions LLC. Fisher Retirement Solutions LLC is an investment advisor based in Plano, TX. The firm primarily manages assets for pension and profit-sharing plans and state or municipal government entities. They have approximately $4.9 billion in regulatory assets under management.
Fisher Retirement Solutions LLC

6404 INTERNATIONAL PARKWAY

PLANO, TX 75093

$4.90B

Assets Under Management

82

Total Clients

28

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hayden Lackey’s Registration & Firm History

TX

07/03/2024 - Present

Fisher Retirement Solutions LLC (PLANO TX)

TX

06/15/2020 - 12/09/2020

LPL FINANCIAL LLC (GARLAND TX)

KY

12/03/2012 - 06/03/2020

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

TX

12/07/2010 - 11/15/2012

WELLS FARGO ADVISORS, LLC (FORT WORTH TX)

TX

04/02/2010 - 10/25/2010

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 01/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hayden Matthew Lackey.
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