Chad M. Lackey

BEACON FINANCIAL ADVISERS

Conyers, GA 30094

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CRD#: 4869524

Professional summary

Chad M Lackey, CFP® is a registered financial advisor currently at BEACON FINANCIAL ADVISERS, INC. located in Conyers, Georgia.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Chad has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Life Transitions

Social Security Planning

Tax Planning

Comprehensive Financial Planni...

Health Care

Education Planning

Long-term Care

Inheritance

Small Business Planning

Business Succession Planning

Investment Planning

Insurance Planning

Employee and Employer Plan Ben...

Retirement Income Management

Elder Care

Estate Planning

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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 Chad M Lackey'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^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 4, 2011 - Present

BEACON FINANCIAL ADVISERS, INC.

Office #1: 1429 Business Center Drive, Conyers, GA 30094

RIA

CRD#: 125085

Conyers, GA

Past

January 7, 2005 - September 4, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

ATLANTA, GA

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
(1/4/2011)

IAR

South Carolina
(6/24/2013)

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

State Security Law Exam

IAR

Series 65

Date: 12/28/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/6/2005

General Securities Representative Examination

Current Firm

BEACON FINANCIAL ADVISERS, INC.

CRD#: 125085 / SEC#: 801-68639

RIA

Registered Investment Advisory firm - (6/28/2012 Terminated)

Georgia

Registered Investment Advisory firm - (4/9/2012 Approved)

South Carolina

Registered Investment Advisory firm - (6/24/2013 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1429 Business Center Drive, Conyers, GA 30094

Mailing Address

Phone number

(678) 750-1700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	339
AUM (Assets Under Management)	$ 100,618,057

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Chad M. Lackey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad M Lackey's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL ADVISERS, INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2010

Series 63

Date: 3/18/2005

Series 7

Date: 1/6/2005

Current Firm

BEACON FINANCIAL ADVISERS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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