LH
CFP
LH
CFP
Lacey Houck is a CFP-designated registered investment advisor, based in Chambersburg, PA, with 11 years of industry experience.
Location
858 Lincoln Way East, Chambersburg, PA, 17201
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Regulatory History (1)
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Criminal
June 2012Final Disposition
Other Business ActivitiesSells Insurance
Lacey sells equity indexed annuities and other insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating a few hours per week to this. Lacey also spends about half of her time on operational and/or marketing activities for Ocker Financial Services LLC, which is an operational/marketing name for Avantax Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
March 2017 - September 2025 · 8 yrs 6 mos
Avantax Investment Services, INC.Broker
August 2016 - September 2025 · 9 yrs 1 mo
Pruco Securities, LLC.Broker
March 2015 - August 2016 · 1 yr 5 mos
State Registrations8 states
ARAZMDNYPAUTVAWV
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.