Lacee Rollins

Advisor at Edward Jones

Updated today

Location

Holdenville, OK 74848-0000

Credentials

Series 66

Industry experience

6 years

About

Lacee Rollins is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked previously in education and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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

112 North Broadway

Holdenville, OK 74848-0000

Most active in

Oklahoma · Texas

Work history

Edward Jones

2020 - Present (6 years)

Epic Charter Schools

2018 - 2020 (2 years)

Holdenville Public Schools

2017 - 2018 (1 year)

Threads Sports Apparel

2016 - 2018 (2 years)

Boscoe Joe's

2016 - 2016 (1 year)

Holdenville Public Schools

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bryan J

Series 63, Series 65

Holdenville, OK

LPL Enterprise

Bryan Johnson is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly three decades. Outside of his advisory role, he owns Rocky Mountain Solutions, LLC, a company providing insurance and financial services as well as private investigations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Mitchell E

Series 66

Seminole, OK

Edward Jones

Mitchell Enos is a Series 66-registered financial advisor with Edward Jones in Seminole, Oklahoma, and has 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Enos serves as an adjunct instructor and subject matter expert in finance at Seminole State College, where he teaches courses and contributes to curriculum development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a nationwide network of approximately 23,701 financial advisors and reported $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Deriek P

Series 63, Series 66

Seminole, OK

LPL Financial

Deriek Patterson is a financial advisor with LPL Financial based in Pauls Valley, Oklahoma. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 25 years with LPL Financial. Outside of his advisory role, he is involved with First United Investment Services, focusing on a limited number of fixed annuities and life insurance contracts. LPL Financial provides advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Mason A

Series 66

Seminole, OK

Edward Jones

Mason Adams is a financial advisor at Edward Jones in Seminole, Oklahoma, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Origins Wine Bar & Pizza and Terracon Consultants Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Brian G

CFP®, Series 66

Seminole, OK

Edward Jones

Brian Geist is a financial advisor with Edward Jones in Seminole, OK, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of financial advising, Geist is a partner and 25% owner of Drip Coffee Co, a local retail coffee business. 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 with a large national network of advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
user avatar

Krystin L

Series 66

Wewoka, OK

Edward Jones

Krystin Lindner is a financial advisor with Edward Jones in Wewoka, Oklahoma, holding a Series 66 credential and eight years at the firm. Before joining Edward Jones in 2018, she worked for Sonic Healthcare USA-Clinical Pathology Laboratories for nine years. She formerly owned a retail jewelry business called Blingy Butterfly in Paige, Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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