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.
Credentials
ChFC®, Series 66
Experience Industry experience
8 years
Location
Hinesville, GA 31313-3652
Edward Jones
Institution
Robert Lacy is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, Lacy served 25 years in the United States Navy. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
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.
Hinesville, GA
111 Ryon Ave Suite B
Hinesville GA 31313-3652
Advisors at this office
1
Georgia · Texas
8 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
United States Navy
1993 - 2018 • 25 years
Savannah, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
ChFC®, Series 63, Series 65
Hinesville, GA
Capital Investment Advisory Services, LLC
Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 53 years of industry experience. He has worked at Capital Investment Advisory Services since 2018 and operates Graddy & Associates Financial Group, a financial planning business specializing in life, annuity, and long-term care planning. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, tailoring portfolios to client objectives and managing the majority of assets on a discretionary basis through a network of over 100 independent investment adviser representatives.
Series 66
Hinesville, GA
First Command Advisory Services
Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years prior to his current role, and is also CEO of T Bowen Consulting, LLC, a non-investment-related business used for payroll purposes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.
Series 66
Hinesville, GA
First Command Advisory Services
Ralph Kauzlarich is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. His background includes roles at multiple First Command entities since 2019 and a prior position at APR Energy, LLC. Outside of his advisory role, he is president and COO of Kauz & Effect Consulting, LLC, providing consulting services primarily to a law firm. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized team.
Series 66
Hinesville, GA
First Command Advisory Services
Alexander Stewart is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked at several First Command entities since 2021. Stewart also serves as a Commander and Qualified Intelligence Officer in the Louisiana Army National Guard, a role he has held since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.
Series 65, Series 63
Hinesville, GA
First Command Advisory Services
Sarah Kim is an advisor with First Command Advisory Services in Hinesville, GA. She holds Series 65 and Series 63 credentials and has been with First Command since 2026. Her prior work experience includes roles at Victoria's Secret & Co. and service in the Oklahoma National Guard. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Series 63, Series 65
Hinesville, GA
First Command Advisory Services
Douglas Overbey is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2015. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios and third-party managers from approved lists.
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