Bo Lacy
Advisor at Edward Jones
Updated today
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.
Location
Comanche, TX 76442
Credentials
Series 66
Industry experience
7 years
About
Bo Lacy is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Hanner Chevrolet. Outside of his advisory role, he serves as president of Bar-Lac Ranch, an S-Corp involved in breeding and selling cattle calves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of investment strategies and affiliated financial services.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
301 N Austin
Comanche, TX 76442
Most active in
Bo L has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Edward Jones
2018 - Present (8 years)
Hanner Chevrolet
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Terry B
Series 63, Series 66
Comanche, TX
Edward Jones
Terry Barnes is a financial advisor with Edward Jones in Comanche, Texas, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Barnes serves as vice president and board member of the Comanche Roping Club, managing rodeo property decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Mark M
Series 66
Comanche, TX
Edward Jones
Mark Mc Cullough is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at SureGrow Ag Products and managed McCullough Cattle Co. He is a member of MT McCullough Company LLC, a farming and ranching business formed with his brother to acquire part of their family’s ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.
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