LB
Lacey L. Barger
CETERA INVESTMENT ADVISERS LLC
LAWTON, OK 73505
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CRD#: 6488740
LB
Professional summary
Lacey Leanne Barger, who also goes by Lacey Leanne Morgan, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lawton, Oklahoma and CETERA WEALTH SERVICES, LLC located in Lawton, Oklahoma.
Lacey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Lacey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lacey Leanne Morgan
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.
1) Barnes Welsh & Perry PC~'NIR'~1401 SW Park Ridge, Ste B-1~Lawton~OK~73505~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/2013~160hrs~120hrs~Provide accounting, bookkeeping, payroll, tax preparation services, reviewed financial statement. 1% Shareholder as of January 1, 2017 2) TLB PROPERTIES, LLC POSITION: Member NATURE: Residential Real Estate Rental activity - purchase residential real estate for the purpose of holding as rental properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2021 ADDRESS: 4610 SE Caber Circle, Lawton OK 73501, United States DESCRIPTION: Maintain the books and records related to residential rental properties. Participate in the process of searching and selecting properties to invest in for the purpose of renting out 3) GPTC ACCOUNTING SERVICES ADVISORY COMMITTEE POSITION: Advisory Committee Member NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2024 ADDRESS: 4500 SW Lee Blvd, Lawton OK 73505, United States DESCRIPTION: Meet a couple of times a year with the Great Plains Technology Center Accounting Services instructor, other administrators of the tech center and other committee members to discuss the newly formed Accounting Services program offered by the tech center. Provide feedback on the program's objectives and goals, curriculum, and insight into the needs of the accounting industry as a whole and in our community. 4) Cameron University Dept of Business Advisory Board; Member of the Board of Directors; Education; NIR; 0; 06/01/2017; 2800 W Gore Blvd Lawton OK 73505; meet 3 times a year to discuss with faculty members and other advisory board members the Cameron University Dept of Business mission statement and goals, degree programs and classes offered, ways to get students more involved in the community and the comm
CRS (Client Relationship Summary) - RIA
Click below to view Lacey Leanne Barger'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1401 Sw Park Ridge Blvd. Ste. B-1, Lawton, OK 73505RIA
CRD#: 105644
LAWTON, OK
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1401 Sw Park Ridge Blvd. Ste. B-1, Lawton, OK 73505BD
CRD#: 13572
LAWTON, OK
Past
November 25, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Lawton, OK
Past
July 27, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LAWTON, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
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
RR
Illinois(9/5/2025)
RR
Oklahoma(9/5/2025)
IAR
Oklahoma(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
