Melissa
Lacey

Mma Securities LLC

CRD#2540512
Investment Advisor
in San Diego, CA

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About this Advisor

Melissa Lacey is a financial advisor based out of San Diego, California who has 2 years of relevant experience. Lacey is currently employed by Mma Securities LLC. Their career trajectory has included roles at 401Kdirect, Pentegra Services, Inc, Pentegra Distributors Inc, Pentegra Investors, Inc, Lockton Companies, LLC, Lockton Financial Advisors, LLC, Lockton Investment Advisors, Mma Securities LLC and Mma. Lacey holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in California. Mma Securities LLC is a financial advisory firm that has its headquarters in New York, NY. The company has offices in 27 locations and a total of 169 financial advisors. Mma Securities LLC offers a broad set of services, including pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically are based on the financial services. Fees charged by Mma Securities LLC likely include some combination of hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Hourly Charges, Fixed Fees, Commissions, Others

Office Location

9171 Towne Centre Drive Suite 100
San Diego, CA 92122

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Mma Securities LLC Brokerage Details

Total Number of Employees

169

CA Average: 88

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Melissa Lacey Work History

Melissa has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Mma Securities LLC

2021 - Present (3 years)

Mma

2017 - 2021 (4 years)

Lockton Companies, LLC

2017 - 2021 (4 years)

Lockton Financial Advisors, LLC

2017 - 2021 (4 years)

Lockton Investment Advisors

2015 - 2017 (2 years)

Pentegra Services, Inc

2015 - 2017 (2 years)

Pentegra Distributors Inc

2015 - 2017 (2 years)

Pentegra Investors,Inc

2013 - 2014 (1 year)

401Kdirect

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Lacey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mma Securities LLC

Gary Reding
Chesterfield, MO
Melissa Lacey
San Diego, CA
Michael Warlof
San Diego, CA
Victoria Mercado
Minneapolis, MN
Moira Hagy
Minneapolis, MN
Levi Fetterhoff
San Diego, CA
Gabriel Johnson
Minneapolis, MN
Jennifer Sahady
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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