John Anthony Lacey
CFP®Professional Summary
John Anthony Lacey, CFP®, who also goes by John Anthony Lacey, John A Lacey, is a registered financial advisor currently at PACIFIC POINT WEALTH MANAGEMENT located in Carlsbad, California. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. John has worked at 16 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 22 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Retirement Planning
- Retirement Income Management
- Estate Planning
- Employee and Employer Plan Benefits
Other Aliases
John Anthony Lacey, John A Lacey
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
Credentials
Years of Experience
42 years in the financial services industry
Current & Past Employments
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
Current Firm
PACIFIC POINT WEALTH MANAGEMENT | PACIFIC POINT WEALTH MANAGEMENT, LLC
Contact Information
Main Address
6125 Paseo Del Norte, Carlsbad, CA 92011Phone Number
(858) 248-7054# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$6,410,000Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
State Registrations and Notice Filings
(1/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1984About the Series 6 examSeries 22 — Direct Participation Programs Representative Examination
Passed Jul 1984About the Series 22 examSimilar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
CRS (Client Relationship Summary) - RIA
Click below to view John Anthony Lacey's CRS (Customer Relationship Summary).
Services Offered by John
- Investment Planning
- Retirement Planning
- Retirement Income Management
- Estate Planning
- Employee and Employer Plan Benefits
Similar Advisors
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
MEASURED RISK PORTFOLIOS
