Tracy GibbsCRD Number: 4604409
Current Firm: Howland Capital Management LLC
Tracy Gibbs (CRD# 4604409) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has 1 year of experience in the finance industry. Tracy Gibbs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Howland Capital Management, Inc.||Boston, MA||Sep 1999 - Current||18|
Total Assets Under Management1,602MILLIONS
Total Number of Accounts1,239ACCOUNTS
Average Account Value$1,292,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
CA, CT, DC, FL, MA, MD, ME, MO, MT, NH, NJ, NY, OH, PA, RI, SC, VA, VT
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