Benton
Lacy
Kingsview Wealth Management, LLC
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About this Advisor
Benton Lacy is a financial advisor operating in College Station, Texas who has 2 years of industry experience. Lacy is on the advisory team at Kingsview Wealth Management, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC and Kingsview Partners. Lacy maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Kingsview Wealth Management, LLC is a financial advisory firm that has its headquarters in Grants Pass, OR. The firm has offices in 27 locations and a total of 150 financial advisors. It administers $4 billion in assets between its 13,829 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 13,829 accounts, just 10% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically vary depending on the financial services. Fee types charged by Kingsview Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$3,584,124,096
150
13,829
$259,174
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Benton Lacy Work History
Benton has been registered as a financial advisor for 2 years.*
Kingsview Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
*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 Benton Lacy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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