Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lacey? Claim Your ProfileLacey McKillip is a financial professional with over 12 years of experience in the industry. Lacey has a strong track record of providing financial advice to clients, and is currently registered with Charles Schwab & Co., Inc. in Colorado. Previously, Lacey was employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PFS INVESTMENTS INC. Lacey holds a number of licenses and certifications, including the Series 7TO, Series 63, Series 6 and Series 26. Lacey specializes in providing financial planning and investment advice to individuals and families. Lacey is dedicated to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
09/13/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
04/09/2014 - 09/09/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
08/23/2012 - 04/08/2014
PFS INVESTMENTS INC. (LAKEWOOD CO)
BC
Issued 04/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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