Ryan Christopher Lacy

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 06/2023
  Wells Fargo Clearing Services, Llc
  Longview, TX
• 05/2015 → 10/2019
  Martin Resource Management Corporation
  Kilgore, TX
• 06/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Longview, TX

Previous Registrations

• 2020-09-28 → 2023-06-01
  Wells Fargo Clearing Services, Llc
  Longview, TX

Other Businesses

9394 R.L. INVESTMENTS, INV RELATED, LONGVIEW, TX, 50% OWNERSHIP, REAL ESTATE RENTAL PROPERTY; START 8/1/2023, 3 HRS PER MONTH, 0 HRS DURING TRADING, TO HOLD RENTAL PROPERTY. CPA LICENSE, NOT INV RELATED, STATE OF TEXAS, START 8/30/2018, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FOR CONTINUED EDUCATION. RENTAL PROPERTY; INV. RELATED; LONGVIEW, TX; 50% OWNERSHIP; TOWNHOME; START DATE 11/11/2023; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES: RENTAL MANAGEMENT. RWOHD LLC; INV RELATED; LONGVIEW,TX; WFA FINET;100% OWNERSHIP; START DATE: 01/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2020-09-28

Other Names

• Ryan Lacy