Tracy MilaneseCRD Number: 6351180
Current Firm: Edward Jones
Tracy Milanese (CRD# 6351180) is an Investment Advisor Representative working at Edward Jones in Phoenix, AZ and has over 2 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Edward Jones||St Louis, MO||Aug 2014 - Current||2|
|Access National Bank||Reston, VA||Oct 2012 - Jun 2014||1|
|Bank Of Georgetown||Washington, DC||Mar 2011 - Sep 2012||1|
|Alliance Bank||Chantilly, VA||May 2005 - Feb 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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