Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lee Lackey is a financial advisor with LPL Financial LLC, based in WESLACO, TX. John has been in the financial services industry since September 1, 2000, and holds a Series 6, Series 7, Series 24, Series 26, Series 63, and Series 66 license. John is also a Certified Financial Planner. Before joining LPL Financial LLC, John worked at SUMMIT BROKERAGE SERVICES, INC., VSR FINANCIAL SERVICES, INC., UNITED EQUITY SECURITIES, LLC, AURA FINANCIAL SERVICES, INC., UNITED SECURITIES ALLIANCE, INC., WMA SECURITIES, INC., and LEGACY FINANCIAL SERVICES, INC. John provides financial planning, portfolio management for businesses and individuals, and pension consulting services.
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.
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.
Consulting and other non-discretionary advisory 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.
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2
TX
07/11/2017 - Present
LPL Financial LLC (WESLACO TX)
TX
09/01/2016 - 07/17/2017
SUMMIT BROKERAGE SERVICES, INC. (WESLACO TX)
TX
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (WESLACO TX)
TX
09/27/2006 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (WESLACO TX)
TX
05/12/2006 - 09/26/2006
UNITED EQUITY SECURITIES, LLC (WESLACO TX)
AL
07/08/2005 - 06/09/2006
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
CO
10/02/2001 - 07/05/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
09/27/2000 - 09/21/2001
WMA SECURITIES, INC. (DULUTH GA)
CA
08/21/2000 - 09/28/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
BOTH
Issued 08/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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