Traci Blossom, financial advisor Marshall WI
93 score

Traci Blossom

CRD Number: 5471298
Current Firm: Great Valley Advisor Group, Inc.

Traci Blossom (CRD# 5471298) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Marshall, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Marshall, WI May 2015 - Current 1
Great Valley Advisor Group, Inc. Wilmington, DE May 2015 - Current 1
Edward Jones St Louis, MO Jan 2008 - May 2015 7
Marshall Public Schools Marshall, WI Mar 2000 - Jan 2008 7
University Of Wisconsin - Whitewater Whitewater, WI Jan 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Traci L. Blossom
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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