Tracy Schaff (CRD# 5179646) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Des Moines, WA and has over 17 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Co | Puyallup, WA | May 2016 - Current | 7 |
| M Holdings Securities, Inc. | Portland, OR | Aug 2013 - May 2016 | 2 |
| Mcm | Seattle, WA | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- WA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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