Lacey Ann Dale
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2024 to now
- Raymond James Financial Services, Inc.Nov 2024 to now
- Kestra Advisory Services, LLCMay 2024 to Nov 2024
- Kestra Investment Services, LLCMay 2024 to Nov 2024
- Robert J. Ellis Financial Advisors, LLC, Legacy Partner of CruxOct 2022 to May 2024
- Crux Wealth Advisors, LLCAug 2022 to May 2024
- Raymond James Financial Services Advisors, Inc.Mar 2021 to May 2024
- Raymond James Financial Services, Inc.Oct 2018 to May 2024
- Robert J. Ellis Financial Advisors, LLC.Oct 2006 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5241425
- Firm CRD
- 149018