Lacey Dale
Lacey Dale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Buffalo, NY, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
434 Delaware Avenue, Buffalo, NY, 14202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lacey is an officer and president of Dale Legacy Advisors, LLC, and an associate/employee of Noble Wealth Partners Inc., both since November 2024. Lacey dedicates about half of her time to each of these roles, providing financial advisory advice and planning.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
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