Colin Tracy (CRD# 7089901) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 5 years of experience in the finance industry. Colin Tracy has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | May 2019 - Current | 5 |
Ridecentric | Dallas, TX | Dec 2018 - Apr 2019 | < 1 |
Nektar | Dallas, TX | Nov 2018 - Nov 2018 | < 1 |
Bold Sales Solutions | Dallas, TX | Apr 2018 - Oct 2018 | < 1 |
Texas A&m University | College Station, TX | May 2017 - May 2018 | 1 |
Csl Plasma | College Station, TX | Dec 2017 - Mar 2018 | < 1 |
Texas A&m University | College Station, TX | Aug 2013 - Dec 2017 | 4 |
Hot Shots Soccer | College Station, TX | Sep 2016 - Nov 2017 | 1 |
College Station Medical Center | College Station, TX | Aug 2017 - Sep 2017 | < 1 |
The Harbor At Lakeway | Austin, TX | May 2016 - Jan 2017 | < 1 |
4.0 And Go | College Station, TX | Jul 2014 - Dec 2015 | 1 |
Atami Steak And Sushi | College Station, TX | Jul 2015 - Aug 2015 | < 1 |
Jimmy John's | College Station, TX | Dec 2014 - Jan 2015 | < 1 |
Cho's Sushi Japanese Fusion | Lakeway, TX | May 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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