Pamela Tracey, financial advisor Linwood NJ

Pamela Tracey

CRD Number: 4268520
Current Firm: Kestra Advisory Services, LLC

Pamela Tracey (CRD# 4268520) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Linwood, NJ and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Linwood, NJ Dec 2019 - Current 1
Tracey & Tracey Cpas LLC Linwood, NJ Jun 2014 - Current 6
Tracey Wealth Management Co Linwood, NJ Jul 2013 - Current 7
James Fudge And Salt Water Taffy Company Sea Isle City, NJ Apr 2000 - Current 20
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
Genworth Financial Advisers Corporation Schaumburg, IL Jan 2010 - Jun 2011 1
Genworth Financial Securities Corporation Schaumburg, IL Oct 2005 - Jun 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Pamela A. Tracey
Phone Number: 8445537872
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    29,037
    MILLIONS
  • Total Number of Accounts
    97,846
    ACCOUNTS
  • Average Account Value
    $296,761
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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