Pamela TraceyCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Waddell & Reed
Wells Fargo Advisors Financial Network, LLC
|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|
Total Assets Under Management29,037MILLIONS
Total Number of Accounts97,846ACCOUNTS
Average Account Value$296,761
- 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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