Lacy N. Rogers
Professional summary
Lacy Nicole Rogers, CFP®, who also goes by Lacy Nicole Pritchard, Lacy Nicole Rogers, is a registered financial advisor currently at THE DEDICATED DOLLAR located in Fort Worth, Texas.
Lacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lacy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lacy Nicole Rogers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
January 3, 2022 - Present
THE DEDICATED DOLLAR
May 30, 2017 - December 23, 2021
HILLTOP SECURITIES INC.
May 30, 2017 - December 23, 2021
HILLTOP SECURITIES INC.
July 21, 2015 - June 1, 2017
MORGAN STANLEY
July 21, 2015 - June 1, 2017
MORGAN STANLEY
April 9, 2015 - June 15, 2015
WELLS FARGO CLEARING SERVICES, LLC
September 26, 2014 - June 15, 2015
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2022)
Exams
Current Firm
THE DEDICATED DOLLAR
CRD#: 317383 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 3,190,000 |
Red Flags
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