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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Lacey is an investment advisor representative at Fisher Investments in Plano, Texas. Samuel has been working in the financial services industry since 2015 and holds Series 7 and Series 66 licenses. Samuel has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/24/2022 - Present
Fisher Investments (PLANO TX)
UT
03/23/2020 - 06/14/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
10/04/2019 - 04/08/2020
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/28/2016 - 09/23/2019
MORGAN STANLEY (SALT LAKE CITY UT)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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