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Hayden Lackey

15 Years of Experience
Plano, TX

Hayden Lackey is a registered investment advisor at Fisher\smb, based in Plano, TX, with 15 years of industry experience. Hayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
IM Fee
Planning only
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6404 International Parkway, Suite 1100, Plano, TX, 75093

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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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Employment History
Current Registrations
Fisher\smb
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Fisher Investments
September 2021 - July 2024 · 2 yrs 10 mos
LPL Financial LLCBroker
June 2020 - December 2020 · 6 mos
LPL Financial LLC
June 2020 - December 2020 · 6 mos
Fidelity Personal and Workplace Advisors
July 2018 - June 2020 · 1 yr 11 mos
Strategic Advisers LLC
September 2016 - July 2018 · 1 yr 10 mos
Strategic Advisers, INC.
December 2012 - September 2016 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
December 2012 - June 2020 · 7 yrs 6 mos
Wells Fargo Advisors, LLC
January 2011 - November 2012 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
December 2010 - November 2012 · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
April 2010 - October 2010 · 6 mos
State Registrations1 state
TX
Advisor

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.