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Lacy Labbe

19 Years of Experience
Lafayette, LA
Broker

Lacy Labbe is a registered investment advisor at Morgan Stanley, based in Lafayette, LA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

400 East Kaliste Saloom Road, Suite 1200, Lafayette, LA, 70508

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lacy is the sole proprietor/owner of EML Dirtwork and Excavation LLC, a construction/engineering business in Maurice, Louisiana, since 2017. Lacy spends minimal time on administrative tasks for this business after hours.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - September 2022 · 10 yrs 6 mos
UBS Financial Services INC.Broker
March 2012 - September 2022 · 10 yrs 6 mos
Edward Jones
January 2007 - April 2012 · 5 yrs 3 mos
Edward JonesBroker
August 2006 - April 2012 · 5 yrs 8 mos
State Registrations20 states
ALARCACOFLGAHIINKYLAMSNYOKORPASCTXVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Lacy Labbe - Financial Advisor | TrueAdvisor