Heather Tracey (CRD# 4584506) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 11 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Wealth Partners, LLC | Plymouth Meeting, PA | Apr 2017 - Current | 7 |
| American Portfolios Financial Services, Inc. | Plymouth Meeting, PA | Jul 2007 - Current | 16 |
| Hj Wealth Management LLC | Plymouth Meeting, PA | Mar 2000 - Apr 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- PA
-
Total Assets Under Management1,119MILLIONS
-
Total Number of Accounts2,155ACCOUNTS
-
Average Account Value$519,128
- 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)
CA, CO, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, VT, WA
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