Tracy Clark, financial advisor Linthicum Heights MD

Tracy Clark

CRD Number: 2487137
Current Firm: Valic Financial Advisors, Inc.

Tracy Clark (CRD# 2487137) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 29 years of experience in the finance industry. Tracy Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors, Inc. Linthicum, MD Apr 2018 - Current 5
Capital One Investing, LLC Potomac, MD Feb 2016 - Apr 2018 2
Capital One Advisors, LLC Potomac, MD Feb 2016 - Apr 2018 2
Raymond James Financial Services Advisors Inc. Rockville, MD Oct 2013 - Jan 2016 2
Tripp Financial Consultants Rockville, MD Oct 2013 - Jan 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Tracy Clark
Phone Number: 866-544-4968
Registered State(s):
  • DE
  • DC
  • FL
  • MD
  • NC
  • PA
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    23,162
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $64,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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