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GL

Gordon T. Lackey

RELATIVITY CAPITAL ADVISORS
GREENSBORO, GA 30642
Some features on this profile are disabled
CRD#: 2553380
GL

Professional summary


Gordon Thomas Lackey JR, CFP®, who also goes by G. Thomas Lackey Jr., Tommy Lackey, is a registered financial advisor currently at RELATIVITY CAPITAL ADVISORS, LLC located in Greensboro, Georgia.

Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gordon has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


G. Thomas Lackey Jr. | Tommy Lackey

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gordon Thomas Lackey JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1998

Experience


Current

June 14, 2016 - Present

RELATIVITY CAPITAL ADVISORS, LLC

Office #1: 1240 Sunset Bluff, Greensboro, GA 30642
RIA
CRD#: 281942
GREENSBORO, GA
Past

March 3, 2008 - October 1, 2008

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
PASADENA, CA
Past

January 3, 2006 - April 2, 2008

NRP FINANCIAL, INC.

BD
CRD#: 103717
ATLANTA, GA
Past

May 12, 2003 - December 31, 2016

BARBER LACKEY FINANCIAL GROUP LLC

RIA
CRD#: 126989
GREENSBORO, GA
Past

April 1, 2002 - January 24, 2006

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

October 25, 1994 - April 1, 2002

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/14/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/1999
General Securities Principal Examination

Current Firm


RC
RELATIVITY CAPITAL ADVISORS, LLC
RELATIVITY CAPITAL ADVISORS, LLC

CRD#: 281942 / SEC#:

Georgia
Registered Investment Advisory firm - (6/14/2016 Approved)
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Contact information


Main Address
1240 Sunset Bluff, Greensboro, GA 30642
Mailing Address
1040 Founders Row, Suite D, Greensboro, GA 30642
Phone number
(706) 352-4112
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts203
AUM (Assets Under Management)$ 22,170,500

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RELATIVITY CAPITAL ADVISORS, LLC

CRD#: 281942Greensboro, GA 30642

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