Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey Buteyn is an active Registered Representative and Investment Advisor Representative with Kingswood Wealth Advisors, LLC, a firm with offices in San Diego, CA. Lacey has been in the industry since 2001 and holds the Series 66, Series 7, and Series 31 licenses. Lacey has experience with various client types, including individuals, businesses, pension plans, and charitable organizations. Lacey has a proven track record of success in the financial services industry and is committed to providing her clients with the highest level of service.
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.
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.
Hourly consulting
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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2
TX
01/02/2024 - Present
Kingswood Wealth Advisors, LLC (Plano TX)
TX
04/20/2021 - 11/14/2023
LEVEL FOUR FINANCIAL, LLC (PLANO TX)
TX
05/16/2013 - 04/30/2021
LPL FINANCIAL LLC (DALLAS TX)
TX
03/08/2011 - 05/16/2013
WFG INVESTMENTS, INC. (PLANO TX)
TX
08/08/2001 - 03/10/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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