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Lacy Rogers

Lacy Rogers

Bank Employee

Followers of Lacy Rogers156 followers
location of Lacy RogersDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Founder and Financial Planner

  • Education

    • Texas A&M University

      2007 - 2011
      Bachelor's degree Agricultural Economics

  • Experience

    • Wells Fargo

      Aug 2012 - Jun 2013
      Bank Employee

    • Wells Fargo Advisors

      Jul 2013 - Jun 2015
      Client Service Associate

    • Morgan Stanley

      Jun 2015 - May 2017
      Registered Client Service Associate

    • Hilltop Securities Inc.

      May 2017 - Jan 2022
      Financial Advisor

    • The Dedicated Dollar, LLC

      Jan 2022 - now
      Founder and Financial Planner

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board