Tracey Story, financial advisor San Francisco CA

Tracey Story

CRD Number: 4466489
Current Firm: Cullen Financial Advisors

Tracey Story (CRD# 4466489) is an Investment Advisor Representative working at Cullen Financial Advisors in San Francisco, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. San Francisco, CA Sep 2023 - Current < 1
Cullen Financial Advisors San Francisco, CA Jul 2017 - Current 6
Sagepoint Financial, Inc. San Francisco, CA Jun 2017 - Sep 2023 6
Morgan Stanley Palo Alto, CA Jun 2009 - Jun 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Tracey L. Story
Phone Number: 415-781-1181
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $536,122
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)
Types of Clients
Registered States

CA, OH, TX

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