Lacee Preciado
Advisor at Edward Jones
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.
Advisor at Edward Jones
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
Sparks, NV 89431
Credentials
Series 66
Industry experience
1 year
Lacee Preciado is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked in education, including roles with the Clark County and Washoe County School Districts. She also teaches part-time as an adjunct English instructor at Truckee Meadows Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and maintains a large network of financial advisors and branch offices across the country.
Based on Edward Jones
$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.
979 Pyramid Way #109
Sparks, NV 89431
Nevada · Texas
Edward Jones
2024 - Present (2 years)
Truckee Meadows Community College
2019 - Present (7 years)
Washoe County School District
2018 - 2024 (6 years)
Clark County School District
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Bank
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They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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