Tracy Stagner, financial advisor Edmond OK

Tracy Stagner

CRD Number: 4798676
Current Firm: Stagner Financial Advisory

Tracy Stagner (CRD# 4798676) is an Investment Advisor Representative working at Stagner Financial Advisory in Edmond, OK and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Stagner Financial Advisory Edmond, OK Jun 2019 - Current 4
Stagner Accounting Services, Pllc Edmond, OK Jan 2018 - Current 6
Stagner Financial Advisory Edmond, OK Nov 2017 - Current 6
Stagner Financial Advisory Edmond, OK May 2009 - Current 14
Navico, Inc. Tulsa, OK Feb 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Oct 2017
Contact Info for Tracy L. Stagner
Phone Number: 855-285-0316
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $148,005
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OK, TX

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