Vision Financial Group
Vision Financial Group (CRD# 123041) is a financial advisory firm headquartered in Seymour, IN. They manage $27,000,000 in 128 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts128ACCOUNTS
Average Account Value$210,938
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Trina Tracy (CRD# 1747980) is an Investment Advisor Representative working at Vision Financial Group in Seymour, IN and has over 30 years of experience in the finance industry.