Joe TracyCRD Number: 2302139
Current Firm: Bison Wealth, LLC
Joe Tracy (CRD# 2302139) is an Investment Advisor Representative working at Bison Wealth, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.
Rollins Financial Advisors, LLC
|Lakeview Capital Partners, LLC||Atlanta, GA||Mar 2013 - Current||9|
|Lakeview Capital Management, LLC||Atlanta, GA||Aug 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1993|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management576MILLIONS
Total Number of Accounts1,937ACCOUNTS
Average Account Value$297,410
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, IL, LA, MA, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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