Tracy Carmer, financial advisor Bethlehem PA
90 score

Tracy Carmer

CRD Number: 5543040
Current Firm: Raymond James Financial Services Advisors, Inc.

Tracy Carmer (CRD# 5543040) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bethlehem, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Specific Solutions Bethlehem, PA Feb 2016 - Current < 1
Raymond James Financial Services Advisors Inc. Bethlehem, PA May 2013 - Current 3
Raymond James Financial Services Bethlehem, PA Mar 2011 - Current 5
Fulton Financial Corporation Bethlehem, PA Jun 2008 - Current 8
Fulton Financial Advisors Bethlehem, PA Mar 2007 - Current 9
Raymond James Financial Services Bethlehem, PA Jun 2008 - Mar 2011 2
Paul Rose LLC Quakertown, PA Oct 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Tracy Carmer
Phone Number: 727-567-5877
Registered State(s):
  • PA
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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