linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lacey Nicole Huebel

Dimensional Fund Advisors LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lacey? Claim Your Profile

About Lacey Nicole Huebel

Lacey Huebel is an investment advisor representative at Dimensional Fund Advisors LP, a firm with a focus on portfolio management for individuals, investment companies and pooled investment vehicles. Lacey has been in the industry since 2010 and has a Series 6, Series 7 and Series 66 license. Prior to joining Dimensional Fund Advisors, Lacey was registered with PLANMEMBER SECURITIES CORPORATION in Carpinteria, CA.

Firm Information

Lacey Huebel is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

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.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lacey Huebel’s Registration & Firm History

TX

09/11/2012 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

CA

08/23/2010 - 06/22/2012

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

Not sure if Lacey Nicole Huebel is right for you?

Licenses & Designations

BOTH

Issued 12/22/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lacey Nicole Huebel.
Not sure if Lacey Nicole Huebel is right for you?