Tracey Johnson (CRD# 6455617) is an Investment Advisor Representative working at Blue Flag Planning LLC in Carmel, NY and has over 9 years of experience in the finance industry. Tracey Johnson 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.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
CRD# 6865326
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Flag Planning LLC | New York, NY | Feb 2015 - Current | 9 |
| Homemaker | Tarrytown, NY | Feb 2002 - Feb 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- NY
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
NY
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