Traci Segrest (CRD# 2800051) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Shorter, AL and has over 27 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1844516
Lpl Financial LLC
CRD# 3112963
Rwc Wealth Management, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gwfs Equities, Inc. | Greenwood Village, CO | Jun 2022 - Current | 1 |
Ubs Financial Services | Montgomery, AL | Apr 2017 - May 2022 | 5 |
Morgan Stanley | Montgomery, AL | Jan 2015 - Apr 2017 | 2 |
Synovus Bank | Birmingham, AL | Apr 2014 - Jan 2015 | < 1 |
Synovus Securities, Inc. | Birmingham, AL | May 2005 - Jan 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1996 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- AL
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Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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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