Tracy LardiereCRD Number: 3071455
Current Firm: Raymond James & Associates, Inc.
Tracy Lardiere (CRD# 3071455) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Destin, FL and has over 17 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Suntrust Investment Services, Inc.
Planmember Securities Corporation
|Raymond James & Associates, Inc.||Destin, FL||Sep 2015 - Current||1|
|Wells Fargo Advisors LLC||Destin, FL||May 2009 - Sep 2015||6|
|Wachovia Securities, LLC||Destin, FL||Jul 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)