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Mark Ronald Tracy

Enduring Wealth Advisors

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About Mark Ronald Tracy

Mark Ronald Tracy is a financial advisor with over 10 years of experience in the industry. Mark has a Series 7, Series 66, and SIE license and is registered to provide investment advice in 20 states. Mark currently works with Enduring Wealth Advisors LLC and is a Certified Financial Planner. Enduring Wealth Advisors LLC is a Registered Investment Advisor firm headquartered in Temecula, CA. The firm specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high net worth individuals, corporations, and other businesses.

Firm Information

Mark Tracy is currently registered with Enduring Wealth Advisors. Enduring Wealth Advisors is a registered investment advisor based in Temecula, CA. The firm offers a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. Enduring Wealth Advisors manages approximately $102,786,940 in assets for 410 clients. The firm has 3 licensed agents, 2 investment adviser representatives, and 2 registered representatives.
Enduring Wealth Advisors

27555 YNEZ ROAD

TEMECULA, CA 92591

$102.79M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Tracy’s Registration & Firm History

CA

04/03/2023 - Present

Enduring Wealth Advisors (TEMECULA CA)

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Licenses & Designations

BOTH

Issued 03/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Ronald Tracy.
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