Brian Lacey
Actively listening to the people I work with to address what keeps them up at night. Then work with them to make their financial house more secure and efficient.
- Role
- Financial Professional at Lifetime Financial Growth
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
About Brian Lacey
I take pride in working with my clients and business partners to provide the best…
Experience
Financial Professional
Mar 2024 — Present · Fort Collins, CO, US
Brian S. Lacey is a Registered Representative of Park Avenue Securities, LLC (PAS). OSJ: 4150 Belden Village Street NW, Suite 301; Canton, OH 44718. Phone:(33••••••00. Securities products offered through PAS, member FINRA, SIPC. Mr. Lacey is also a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Lifetime Financial Growth is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a registered investment advisor. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Southern Illinois University, Carbondale
Bachelor of Science
1987 — 1989
Lincoln Land Community College
Associate in Arts
1985 — 1987
Skills
- Property & Casualty Insurance
- Financial Services
- Disability Insurance
- Commercial Insurance
- Whole Life Insurance
- Retirement
- Sales
- Fixed Annuities
- Umbrella Insurance
- Long Term Care Insurance
- Homeowners
- Long-Term Care
- Health Insurance
- Term Life Insurance
- Universal Life
- Retirement Planning
- Training
- Iras
- Whole Life
- Life Insurance
- Recruiting
- Series 6
- Insurance
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