Pamela Tracey (CRD# 4268520) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Linwood, NJ and has over 13 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Investment Services, LLC | Linwood, NJ | Dec 2019 - Current | 4 |
Kestra Advisory Services, LLC | Linwood, NJ | Dec 2019 - Current | 4 |
Tracey & Tracey Cpas LLC | Linwood, NJ | Jun 2014 - Current | 9 |
Tracey Wealth Management Co | Linwood, NJ | Jul 2013 - Current | 10 |
James Fudge And Salt Water Taffy Company | Sea Isle City, NJ | Apr 2000 - Current | 24 |
Saxony Securities, Inc. | St. Louis, MO | Jun 2011 - Dec 2019 | 8 |
Saxony Capital Management | Saint Louis, MO | Jun 2011 - Dec 2019 | 8 |
Capital Solutions, LLC | Linwood, NJ | Jul 2006 - Jul 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
- NJ
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
-
Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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