Tracey Huegler, financial advisor Yardley PA

Tracey Huegler

CRD Number: 7069905
Current Firm: Commonwealth Financial Network

Tracey Huegler (CRD# 7069905) is an Investment Advisor Representative working at Commonwealth Financial Network in Yardley, PA and has 1 year of experience in the finance industry.

Similar Advisors
Mostafa Aamer, financial advisor Yardley PA
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Katherine Abbott, financial advisor Yardley PA
Katherine M. Abbott
CRD# 5907876
Blackrock Investment Management, LLC
Similar Advisors
John Abbracciamento, financial advisor Yardley PA
John A. Abbracciamento
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2022 - Current < 1
Jrb Wealth Management Yardley, PA Jan 2022 - Current < 1
Jrb Wealth Management Yardley, PA Feb 2019 - Dec 2021 2
Commonwealth Financial Network Waltham, MA Feb 2019 - Dec 2021 2
N/a Yardley, PA May 2016 - Feb 2019 2
The Children's Home Society Of New Jersey Trenton, NJ Oct 2008 - May 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Tracey A. Huegler
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Publication of periodicals or newsletters
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.