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Justin Thomas Lachey

Southstate|duncanwilliams Securities Corp.

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About Justin Thomas Lachey

Justin Thomas Lachey is a registered representative of Southstate|duncanwilliams Securities Corp. Justin has been in the securities industry since 2004 and is licensed to sell securities in 11 states. He is a graduate of the University of Memphis and holds a Series 7, Series 63, Series 31, and SIE licenses. Justin has experience in a variety of financial markets, including equities, fixed income, and futures. He is committed to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Justin Lachey is currently registered with Southstate|duncanwilliams Securities Corp.. Southstate|duncanwilliams Securities Corp. is a corporation formed in March 1969. The firm is registered in 49 states and is approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

81

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.

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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Justin Lachey’s Registration & Firm History

TN

10/17/2005 - Present

Southstate|duncanwilliams Securities Corp. (MEMPHIS TN)

NY

05/27/2004 - 04/25/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 07/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 05/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Thomas Lachey.
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