Lacie G. White

FARMERS ASSET MANAGEMENT

CANYON, TX 79015

Some features on this profile are disabled

CRD#: 5529471

Professional summary

Lacie Gail White, who also goes by Lacie Gail Isakson, Lacie Gail Mcguire, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Canyon, Texas and FARMERS FINANCIAL SOLUTIONS, LLC located in Canyon, Texas.

Lacie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Lacie has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

Lacie Gail Isakson | Lacie Gail Mcguire

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.

CGFM LLC POSITION: owner NATURE: LLC formed for my Farmers Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 15 START DATE: 02/17/2010 ADDRESS: Canyon TX 79015, United States DESCRIPTION: LLC formed for the Farmers Insurance Agency SOUTHWEST ADVENTURE LLC POSITION: Managing member NATURE: We formed an LLC in anticipation of purchasing a commercial use building that my agency would occupy. The purchase of the building did not happen and the LLC is technically active but there are no activities whatsoever. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/12/2021 ADDRESS: 8001 Autumn Dr., Canyon, TX 79015, United States DESCRIPTION: Currently there are no duties or responsibilities since the purchase of the building did not happen. There hasn't been any funds in or out of this LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lacie Gail White'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®

None

Experience

Current

August 5, 2026 - Present

FARMERS ASSET MANAGEMENT, LLC

Office #1: 2001 4th Ave Ste 5, Canyon, TX 79015

RIA

CRD#: 336230

CANYON, TX

Current

January 13, 2017 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 2001 4th Ave Ste 5, Canyon, TX 79015

CRD#: 103863

CANYON, TX

Past

March 19, 2013 - December 31, 2016

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

CANYON, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(4/23/2020)

New Mexico
(9/16/2021)

Texas
(1/17/2017)

IAR

Texas
(8/5/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/18/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/9/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/18/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#:

California

Registered Investment Advisory firm - (12/3/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6301 Owensmouth Ave., Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 965-0277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Gregory Obin

ALDEN INVESTMENT GROUP

IAR

Doylestown, PA

John Sayers

PRIME CAPITAL FINANCIAL

IAR

Fresno, CA

Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

IAR

Columbus, OH

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lacie G. White

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lacie Gail White's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMERS ASSET MANAGEMENT, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2026

Series 63

Date: 5/9/2013

SIE

Date: 10/1/2018

Series 6

Date: 3/18/2013

FINRA

Current Firm

FARMERS ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

FARMERS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors