Lacy Baluta
Lacy Baluta is a registered investment advisor at Raymond James & Associates, INC., based in Melbourne, FL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
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IM Fee
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Fee Structure
Location
709 S. Harbor City Blvd, Suite 510, Melbourne, FL, 32901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
State Registrations23 states
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