Tracy Troxel (CRD# 4837653) is an Investment Advisor Representative working at Lpl Financial LLC in Norwalk, OH and has over 19 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 5590292
Pnc Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Norwalk, OH | Apr 2020 - Current | 4 |
| Western Southern Life | Elyria, OH | Oct 2019 - Apr 2020 | < 1 |
| W&s Brokerage Services | Cincinnati, OH | Oct 2019 - Feb 2020 | < 1 |
| Unemployed | Castralia, OH | Jul 2019 - Oct 2019 | < 1 |
| Croghan Colonial Bank | Fremont, OH | Feb 2014 - Jul 2019 | 5 |
| Ohio Air National Guard | Swanton, OH | Sep 2005 - May 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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