Tracey Gordineer (CRD# 6179365) is an Investment Advisor Representative working at Paramount Investment Advisors in Buford, GA and has over 10 years of experience in the finance industry. Tracey Gordineer 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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Georgia Accounting | Buford, GA | Jun 2020 - Current | 3 |
| Paramount Investment Advisors | Suwanee, GA | Feb 2017 - Current | 7 |
| Paramount Tax And Accounting | Buford, GA | Feb 2017 - Current | 7 |
| Wealth 360, LLC | Suwanee, GA | May 2015 - Feb 2017 | 1 |
| Pfs Investments Inc. | Smyrna, GA | Aug 2013 - May 2015 | 1 |
| Primerica Financial Services | Smyrna, GA | Mar 2013 - May 2015 | 2 |
| Online Impact | Stone Mountain, GA | May 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2013 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- GA
-
Total Assets Under Management45MILLIONS
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Total Number of Accounts71ACCOUNTS
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Average Account Value$634,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
GA
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