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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Karr is a registered investment advisor representative with World Investment Advisors, LLC. Tracie has been in the securities industry since December 2002. Tracie has a Series 7, Series 66, and SIE license. Tracie is licensed in Arkansas, California, Missouri, Oklahoma, and Texas. Tracie has experience working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Tracie is located in Rogers, Arkansas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
AR
11/02/2023 - Present
World Investment Advisors, LLC (ROGERS AR)
AR
09/18/2017 - 01/26/2018
PENSIONMARK SECURITIES, LLC (Rogers AR)
AR
08/11/2015 - 12/31/2017
CAPFINANCIAL SECURITIES, LLC. (Rogers AR)
AR
08/23/2010 - 08/11/2015
PURSHE KAPLAN STERLING INVESTMENTS (ROGERS AR)
AR
12/19/2003 - 08/31/2010
LPL FINANCIAL CORPORATION (SPRINGDALE AR)
NY
12/03/2002 - 01/08/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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