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||2|
|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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV