John Lackey
John Lackey is a CFP-designated registered investment advisor at Iwc Financial Planning, based in Weslaco, TX, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan - Fees are charged monthly, flat, or hourly, not to exceed $15,000. The specific fee depends on the complexity of the plan and is negotiable.
- Participant Consulting Advice Services - Financial advice to qualified plan participants, including investment planning on ERISA covered qualified plans. Fees may be charged on a flat fee or hourly basis.
- Planning Website Subscription - $30 per month for maintenance of the client’s website. This service does not include investment advice or financial planning.
Location
415 S Airport Dr, Weslaco, TX, 78596
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in numerous business activities, primarily related to real estate rental and entities for tax/investment purposes. He also sells property and casualty insurance and non-variable insurance, and dedicates about a quarter of his time to his LPL business.
Employment History
Current Registrations
Iwc Financial Planning
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
United Equity Securities, LLCBroker
Aura Financial Services, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
Legacy Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.