John Lacey is a CFP-designated registered investment advisor at Pacific Point Wealth Management, based in Carlsbad, CA, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 38 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Point Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The specific fee is determined by the scope of services, the amount you invest, and is negotiable. Fees are billed monthly in advance and deducted from client accounts.
Location
6125 Paseo Del Norte, Carlsbad, CA, 92011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John works as a financial advisor with individuals through Advanced Financial Solutions, taking nearly full-time. He also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Pacific Point Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Edward Jones
Edward JonesBroker
John Hancock Funds, LLCBroker
Mfs Fund Distributors, INC.Broker
Nationwide Investment Services CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Morgan Stanley Dw INC.Broker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.Broker
Griffin Financial ServicesBroker
Bnl Securities INC.Broker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.