Tracey DanisonCRD Number: 1940028
Current Firm: Danison & Associates Inc.
Tracey Danison (CRD# 1940028) is an Investment Advisor Representative working at Danison & Associates Inc. in Columbus, OH and has 1 year of experience in the finance industry. Tracey Danison 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.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Danison & Associates Inc.||Columbus, OH||Aug 1997 - Current||20|
Total Assets Under Management353MILLIONS
Total Number of Accounts141ACCOUNTS
Average Account Value$2,504,998
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services