Clear Trace, LLC

Clear Trace, LLC (CRD# 144746) is a financial advisory firm headquartered in , . They manage $18,374,188 in 69 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.clear-trace.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $266,293
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Clear Trace, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Nelson, financial advisor Pewee Valley KY
Edward E. Nelson
CRD#: 4700569
Pewee Valley, KY

Edward Nelson (CRD# 4700569) is an Investment Advisor Representative working at Clear Trace, LLC in Pewee Valley, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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