Lacey Roberts
Lacey Roberts is a registered investment advisor at Integrity Financial Advisors, LLC, based in Edmond, OK, with 25 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 237 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
2524 N Broadway, Suite 335, Edmond, OK, 73071
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lacey is a salesperson/owner at Roberts Financial Partners Group, offering fixed insurance products, and spends about three-quarters of her time on this. She also oversees SafeInsure+ and sells life insurance through Bell & Associates for a few hours per week.
Employment History
Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
Cape Investment Advisory, INC.
American Global Wealth Management, INC.Broker
Wbb Securities, LLC
Wbb Securities, LLCBroker
Keystone Capital Corporation
Keystone Capital CorporationBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.