Unclaimed Profile

Gieselle Lacey

INTRINSIC WEALTH COUNSEL, INC.·TEMPE, Arizona

Clean recordINTRINSIC WEALTH COUNSEL, INC.

1255 W. RIO SALADO PKWY, TEMPE, AZ 85281CRD# 7891531Firm CRD# 105022

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gieselle Lacey · TEMPE, AZ

Registration

CRD #7891531 · INTRINSIC WEALTH COUNSEL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gieselle Lacey is a registered financial advisor based in TEMPE, Arizona, affiliated with INTRINSIC WEALTH COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INTRINSIC WEALTH COUNSEL, INC.

AUM

$253M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTRINSIC WEALTH COUNSEL, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Other: MINIMUM RETAINER FEE

Regulatory

SEC/IARD CRD# 7891531

Firm CRD# 105022

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gieselle Lacey offer?

Gieselle Lacey specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.

What are Gieselle Lacey's credentials?

Gieselle Lacey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gieselle Lacey located?

Gieselle Lacey is based in TEMPE, Arizona, working with INTRINSIC WEALTH COUNSEL, INC.. Their office serves clients in the TEMPE metropolitan area and surrounding communities.

How does Gieselle Lacey charge for services?

Gieselle Lacey's firm is compensated through percentage of aum, hourly charges, other: minimum retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTRINSIC WEALTH COUNSEL, INC.?

INTRINSIC WEALTH COUNSEL, INC. has approximately 8 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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