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Tracey Eve Johnson

Blue Flag Planning LLC

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About Tracey Eve Johnson

Tracey Eve Johnson is a financial advisor at Blue Flag Planning LLC. Tracey is a Certified Financial Planner who has been working in the industry since February 2015. Tracey has worked with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Tracey offers financial planning services to her clients.

Firm Information

Tracey Johnson is currently registered with Blue Flag Planning LLC. Blue Flag Planning LLC is a financial planning firm located in Florida, with one investment advisor representative. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth clients.

Not reported

Assets Under Management

16

Total Clients

1

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.

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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Tracey Johnson’s Registration & Firm History

NY

04/26/2021 - Present

Blue Flag Planning LLC (CARMEL NY)

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Licenses & Designations

IA

Issued 02/26/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracey Eve Johnson.
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