Tracy Galloway (CRD# 6848672) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Wrentham, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holmes Investment Management, Inc. | Brockton, MA | Aug 2017 - Current | 6 |
| Galloway Law & Consulting | Wrentham, MA | Oct 2013 - Current | 10 |
- MA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts251ACCOUNTS
-
Average Account Value$203,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, TX
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