Christopher Lee Lacy
CFP®Professional Summary
Christopher Lee Lacy, CFP® is a registered financial advisor currently at TD CAPITAL MANAGEMENT LLC located in Memphis, Tennessee. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Christopher has worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
TD CAPITAL | TTG FINANCIAL ADVISORS LLC | TD CAPITAL MANAGEMENT LLC
Contact Information
Main Address
5100 Poplar Avenue Suite 2904, Memphis, TN 38137-1400Phone Number
(901) 681-0021# of Employees
13SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
251AUM (Assets Under Management)
$1,244,462,434Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/02/2026 | Cover Page | Report |
| 10/25/2024 | Cover Page | Report |
| 03/08/2024 | Cover Page | Report |
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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.
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ENVISION FINANCIAL PLANNING, LLC
Primary Firm SEC Registration
TD CAPITAL | TTG FINANCIAL ADVISORS LLC | TD CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(3/20/2012)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lee Lacy's CRS (Customer Relationship Summary).
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ENVISION FINANCIAL PLANNING, LLC
