Warren Richard Lackey

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/1998 → Present
  Edward D. Jones & Co., L.P.
  High Point, NC

Other Businesses

MEMBER OF FINANCE COMMITTEE, HIGH POINT COUNTRY CLUB: REVIEW BUDGETS, INCOME STATEMENTS AND BALANCE SHEETS OF HPCC. MAKE RECOMMENDATIONS TO THE BOARD. THE COMMITTEE HAS NO AUTHORITY AND NO SPENDING OR INVESTMENT AUTHORITY. *** WESLEY MEMORIAL UNITED METHODIST CHURCH High Point, NC Start date: 3/1/2013 TRUSTEE Hours per week: 0 Hours during trading: 0 GIFTS OF SECURITIES BY MEMBERS TO THE CHURCH. *** EMERYWOOD CENTER LLC Type of business: REAL ESTATE HIGH POINT, NC Start date: 2/1/2013 MEMBER Hours per week: 1 Hours during trading: 1 Member and manager; handle leases and property management. *** S&W Rentals, LLC Type of business: Rental property High Point, NC Start date: 1/1/2016 Member/Manager Hours per week: 0 Hours during trading: 0 This is a family limited liability company which owns a shopping center in Greensboro, NC. *** SEDGEFIELD 404 LLC Type of business: RENTAL/VACATION PROPERTY High Point, NC Start date: 5/4/2017 MEMBER/MANAGER Hours per week: 0 Hours during trading: 0 LLC which owns rental/vacation property. *** Trust High Point, NC Start date: 10/20/2017 TRUSTEE Hours per week: 0 Hours during trading: 0 Manage trust. *** Estate Type of business: estate High Point, NC Start date: 10/20/2017 Executor Hours per week: 1 Hours during trading: 0 Handle administration and closing estate. *** REVOCABLE TRUST Type of business: REVOCABLE TRUST HIGH POINT, NC Start date: 10/20/17 TRUSTEE Hours per week: 0 Hours during trading: 0 I am trustee of revocable trust *** SEDGEFIELD HOMEOWNERS ASSOCIATION Type of business: Homeowner Association North Myrtle Beach, SC Start date: 9/15/2017 BOARD MEMBER Hours per week: 1 Hours during trading: 0 I serve on the HOA for the condos in which our family LLC owns a unit *** "LAMBERT CREEK, LLC Type of business: FAMILY LLC High Point, NC Start date: 9/12/2019 Member and Manager Hours per week: 0 Hours during trading: 0 Manage land used for timber management, farming, and recreation *** WESLEY MEMORIAL UNITED METHODIST CHURCH High Point, NC Start date: 3/1/2019 STEWARDSHIP COMMITTEE Hours per week: 0 Hours during trading: 0 RESPONSIBLE FOR LEADING ANNUAL CHURCH GIVING CAMPAIGN AND ENDOWMENT GIVING. I KEEP AN ACCOUNT FOR GIFTS OF SECURITIES BY MEMBERS TO THE CHURCH. **** *** DEVONSHIRE VENTURES LLC Type of business: REAL ESTATE High Point, NC Start date: 9/16/2021 MEMBER Hours per week: 0 Hours during trading: 0 Owner of rental real estate

Exams

• S66 Uniform Combined State Law Examination
  2007-01-23
• S63 Uniform Securities Agent State Law Examination
  1999-03-03

Other Names

• Warren Lackey