Tracey John (CRD# 7670074) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has 1 year of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 5295717
Flagship Harbor Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trg Investment Advisors, LLC | Brattleboro, VT | Nov 2022 - Current | 1 |
| Vermont Country Deli | Brattleboro, VT | Dec 2002 - Nov 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- VT
-
Total Assets Under Management913MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$1,759,087
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CT, FL, MA, NH, TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.