Lacey
Houck
Avantax Advisory Services
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About this Advisor
Lacey Houck is a financial advisor based out of Chambersburg, Pennsylvania with 6 years of industry experience. Houck is on the advisory team at Avantax Advisory Services. Over the course of their career, Houck has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Ruby Tuesday, Avantax Investment Services, Inc, Avantax Insurance Agency LLC and Avantax Advisory Services. Houck has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets among its 123,393 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on the financial services. However, fee types billed by Avantax Advisory Services most likely include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
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$30,968,246,116
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,433
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
123,393
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$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lacey Houck Work History
Lacey has been registered as a financial advisor for 6 years.*
Avantax Advisory Services
Avantax Investment Services, Inc
Avantax Insurance Agency LLC
Ruby Tuesday
Pruco Securities, LLC
The Prudential Insurance Company Of America
*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 Lacey Houck 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 Avantax Advisory Services
Fort Worth, TX
Wilmington, DE
Mccordsville, IN
Irving, TX
Lansdale, PA
Ann Arbor, MI
Ann Arbor, MI
Irving, TX
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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