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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trace? Claim Your ProfileTrace Wilson Thurlby is a registered investment advisor representative with WCM Investment Management. Trace has been in the financial services industry for over 20 years and has a wide range of experience in investment management. Trace holds the Series 7, Series 24, Series 66, and Series 7TO licenses, and is registered in 53 states. Trace also serves as a board member for The Global Orphan Project, Inc. WCM Investment Management specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also provide model portfolio recommendations to other investment advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/12/2024 - Present
WCM Investment Management (LAGUNA BEACH CA)
CA
12/14/1998 - 03/20/2000
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
BOTH
Issued 03/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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