Traci Saxon (CRD# 6571573) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 8 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Trivium Point Advisory LLC | Westport, CT | Dec 2023 - Current | < 1 |
Lpl Financial LLC | Westport, CT | Dec 2023 - Current | < 1 |
Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jun 2018 - Dec 2023 | 5 |
Paradigm Financial Partners, LLC | Westport, CT | Oct 2016 - Dec 2023 | 7 |
Kestra Investment Services, LLC | Austin, TX | Oct 2016 - May 2018 | 1 |
Unemployed | Bridgeport, CT | Jul 2016 - Sep 2016 | < 1 |
Hedgebay Securities, LLC | Westport, CT | Nov 2015 - Jun 2016 | < 1 |
Unemployed | Bridgeport, CT | Jul 2014 - Oct 2015 | 1 |
Mediation Times 2 | Westport, CT | Jan 2013 - Jun 2014 | 1 |
Traci L. Saxon, Attorney At Law | Westport, CT | Mar 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2016 |
S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- CT
-
Total Assets Under Management716MILLIONS
-
Total Number of Accounts938ACCOUNTS
-
Average Account Value$763,497
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, NJ, NY, OH, SC, TX
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