Lacey Lynn Roberts
Investment adviser representative at Integrity Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$134.9MFirm assets
5 yearsFirm in business
Are you Lacey Lynn Roberts? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Integrity Financial Advisors, LLCJan 2022 to now
- Cape Investment Advisory, Inc.Aug 2017 to Dec 2021
- Cape Securities, Inc.Aug 2017 to Dec 2021
- Wbb Securities, LLC.Nov 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Integrity Financial Advisors, LLC
$134.9MAssets managed
240Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4245139
- Firm CRD
- 313369