Tracy Olive, financial advisor Franklin TN

Tracy Olive

CRD Number: 2074739
Current Firm: Capwealth Advisors, LLC

Tracy Olive (CRD# 2074739) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 28 years of experience in the finance industry.

Similar Advisors
William Bevins, financial advisor Franklin TN
William R. Bevins
CRD# 2638266
Cypress Capital, LLC
Similar Advisors
Rami Abdelhadi, financial advisor Franklin TN
Rami F. Abdelhadi
CRD# 3240223
Ameriprise Financial Services, LLC
Similar Advisors
Steve Abramowicz, financial advisor Franklin TN
Steve M. Abramowicz
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Capwealth Investment Services Franklin, TN May 2010 - Current 13
Capwealth Advisors Franklin, TN May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Tracy A. Olive
Phone Number: 615-778-0740
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,210
    MILLIONS
  • Total Number of Accounts
    1,946
    ACCOUNTS
  • Average Account Value
    $621,741
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, OH, OK, OR, PA, SC, TN, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.