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Lacey Barger

10 Years of Experience
Lawton, OK
BrokerSells Insurance

Lacey Barger is a registered investment advisor at Cetera Investment Advisers LLC, based in Lawton, OK, with 10 years of industry experience. Lacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1401 SW Park Ridge Blvd., Ste. D, Lawton, OK, 73505

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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 ActivitiesSells Insurance

Lacey is a shareholder at Barnes Welsh & Perry PC providing tax and accounting services, and a member of TLB Properties LLC, managing residential rental properties. Lacey also works as an insurance agent and serves on advisory committees for GPTC Accounting Services and Cameron University's Department of Business.

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
November 2016 - September 2025 · 8 yrs 10 mos
Avantax Investment Services, INC.Broker
July 2015 - September 2025 · 10 yrs 2 mos
State Registrations2 states
ILOK
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.
Lacey Barger - Financial Advisor | TrueAdvisor