Tracey Coffield, financial advisor Ann Arbor MI
93 score

Tracey Coffield

CRD Number: 5965936
Current Firm: Raymond James Financial Services Advisors, Inc.

Tracey Coffield (CRD# 5965936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI and has over 4 years of experience in the finance industry. Tracey Coffield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tracey J. Photography LLC Saline, MI Sep 2015 - Current 1
Mclaren Investment Partners Ann Arbor, MI May 2014 - Current 2
Raymond James Financial Services Advisors Inc. Ann Arbor, MI Apr 2014 - Current 2
Raymond James Financial Services Ann Arbor, MI Aug 2011 - Current 5
Thomas Reuters Dexter, MI Dec 2006 - Aug 2011 4
Cleary University Ann Arbor, MI Nov 2010 - Dec 2010 < 1
Thomas Reuters Dexter, MI Apr 2000 - Dec 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
Contact Info for Tracey J. Coffield
Phone Number: 727-567-5877
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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