Advisor at Integrity Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrity Financial Advisors, LLC
Location
Edmond, OK 73071
Credentials
Series 63, Series 65
Industry experience
25 years
Lacey Roberts is a financial advisor with Integrity Financial Advisors, LLC in Edmond, OK, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at CAPE Securities, Inc., Cape Investment Advisory, Inc., WBB Securities, LLC, and Keystone Capital, Inc. She is also the owner of SafeInsure Plus, LLC, an insurance agency, and is involved in occasional fixed insurance product sales. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement planning. The firm primarily recommends active, discretionary management using affiliated investment advisers and model portfolios while monitoring and adjusting client accounts as needed.
Based on Integrity Financial Advisors, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate and in addition to advisory fees.
Account minimum: $5,000,000
2524 N Broadway, Suite 335
Edmond, OK 73071
Oklahoma · Texas
Integrity Financial Advisors, LLC
2022 - Present (4 years)
CAPE SECURITIES, iNC.
2017 - 2021 (4 years)
Cape Investment Advisory, Inc.
2017 - 2021 (4 years)
WBB Securities, LLC.
2016 - 2017 (1 year)
Keystone Capital, Inc.
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Edmond, OK
Entrust Parable Capital, LLC
Series 65
Nichols Hills, OK
Valendo Private Asset Management, Inc.
CFP®, Series 66
Edmond, OK
VOX Financial Planning
Series 63, Series 65
Edmond, OK
Esoteric Wealth Partners LLC
Series 65
Edmond, OK
Hughes Capital Management, LLC
CFA®, Series 63, Series 65
Oklahoma City, OK
Servo Wealth Management LLC
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