Tracey Childers-Gummo, financial advisor State College PA

Tracey Childers-Gummo

CRD Number: 2180510
Current Firm: Cetera Investment Advisers LLC

Tracey Childers-Gummo (CRD# 2180510) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in State College, PA and has over 24 years of experience in the finance industry. Tracey Childers-Gummo 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
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current 2
Lfm Wealth Management State College, PA Jan 2016 - Current 8
Voya Financial Advisors, Inc. State College, PA Jan 2016 - Jun 2021 5
Lifestyle Financial Matters State College, PA Jan 2013 - Dec 2015 2
World Capital Brokerage, Inc. State College, PA Apr 2007 - Dec 2015 8
World Capital Advisors, Inc. Richmond, VA Apr 2007 - Dec 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Tracey J. Childers-Gummo
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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