Lacey
Roberts

Integrity Financial Advisors, LLC

CRD#4245139
Investment Advisor
in Norman, OK

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About this Advisor

Lacey Roberts is a financial advisor based in Norman, Oklahoma, working with Integrity Financial Advisors, LLC. Lacey has previously held positions at Massmutual Financial Group, Mml Investors Svcs Inc, Cape Investment Advisory, Inc, Cape Securities, Inc, Wbb Securities, LLC, Keystone Capital, Inc, and Integrity Financial Advisors, LLC. Lacey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Lacey is part of Integrity Financial Advisors, LLC, which operates out of Norman, Oklahoma. The firm has 4 offices and 8 employees. The firm manages assets totaling $103.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Integrity Financial Advisors, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

2524 N Broadway Suite 335
Norman, OK 73071

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Integrity Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$103,623,839

OK Average: $16,012,751,954
Total Number of Employees

8

OK Average: 118
Total Number of Accounts

444

OK Average: 4,567
Average Account Size

$233,387

OK Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lacey Roberts Work History

2022 - Present (3 years)

Integrity Financial Advisors, LLC

2017 - 2021 (4 years)

Cape Investment Advisory, Inc

2017 - 2021 (4 years)

Cape Securities, Inc

2016 - 2017 (1 year)

Wbb Securities, LLC

2014 - 2016 (2 years)

Keystone Capital, Inc

2008 - 2016 (8 years)

Massmutual Financial Group

2008 - 2014 (6 years)

Mml Investors Svcs Inc

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Disclosures

Please visit the SEC profile of Lacey Roberts 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 Integrity Financial Advisors, LLC

Keller Schlueter
Denver, CO
Atencio Martin
Kittery, ME
Lincoln Foster
Ambler, PA
Leanne Martin
Wenham, MA
Robert Held
Ambler, PA
Lori Day
Simi Valley, CA
Lacey Roberts
Norman, OK
Michael Koontz
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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