Tracy Wells, financial advisor Ashland OH
90 score

Tracy Wells

CRD Number: 5514013
Current Firm: Whitcomb & Hess, Inc.

Tracy Wells (CRD# 5514013) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Whitcomb & Hess, Inc. Ashland, OH Aug 2011 - Current 5
Self-employed Wadsworth, OH Dec 1999 - Current 17
Millennial Group Akron, OH Mar 2008 - Aug 2011 3
Curves Seville, OH Mar 2007 - Dec 2010 3
State Farm - Jeff Shamp's Office Wooster, OH Aug 2005 - Sep 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Tracy L. Wells
Phone Number: 419-289-7007
Firm Website: http://www.whitcomb.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    1,551
    ACCOUNTS
  • Average Account Value
    $71,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, NC, OH, PA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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