Tracy Hawbaker (CRD# 4981864) is an Investment Advisor Representative working at Cladis Investment Advisory LLC in Billings, MT and has over 18 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Cladis Investment Advisory LLC | Billings, MT | Jul 2010 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- MT
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$600,604
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MT, NE
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