Tracy AaronCRD Number: 2465262
Current Firm: Cambridge Investment Research Advisors, Inc.
Tracy Aaron (CRD# 2465262) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Easton, MD and has over 16 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2022 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2022 - Current||< 1|
|Gwn Securities Inc.||Palm Beach Gardens, FL||May 2011 - Mar 2022||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2005|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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)
- Market timing services
- Educational seminars/workshops
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, WY
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