Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Dexter Bryan is a financial advisor in Atlanta, GA, and has been in the industry since February 2007. Tracey holds the Series 6, 7, 63 and 66 licenses, and the SIE exam. She is also a Certified Financial Planner. Tracey is currently registered with IFG Advisory, LLC and LPL Financial. Tracey has previously worked with National Planning Corporation and Girard Securities, Inc.. In addition to her work as an advisor, Tracey is also a notary public and operates the business, Nickels Wealth Management, under the LPL Financial umbrella.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
04/01/2024 - Present
IFG Advisory, LLC (ATLANTA GA)
MS
04/16/2015 - 02/12/2016
NATIONAL PLANNING CORPORATION (COLUMBUS MS)
MS
02/27/2007 - 04/20/2015
GIRARD SECURITIES, INC. (COLUMBUS MS)
BOTH
Issued 12/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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