Richard William Lackey
Investment adviser representative at Mutual Advisors, LLC
48 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
48 years in the industry.
- Mutual Advisors, LLC.Mar 2022 to now
- Kg Advisors Ii, L.P.Jan 2005 to now
- Shannon & Associates, LLPOct 1978 to now
- S & A Wealth Managent, LLCJan 2002 to Dec 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 4532723
- Firm CRD
- 167658