Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Lucas is a financial advisor who has been in the industry since 2002. Tracie is currently registered with LPL Financial LLC. Previous firms that Tracie was registered with include Truist Investment Services, Inc., BB&T Securities, LLC, Wachovia Securities, LLC, and Wachovia Securities, Inc. Tracie is licensed to provide financial advice in 53 states. Tracie's specializations include insurance, annuities, mutual funds, stocks, bonds, and other financial products.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/22/2022 - Present
LPL Financial LLC (GREENSBORO NC)
NC
02/17/2021 - 09/22/2022
TRUIST INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
09/17/2015 - 02/17/2021
BB&T SECURITIES, LLC (GREENSBORO NC)
MO
01/22/2004 - 08/05/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/15/2002 - 02/26/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
03/26/2002 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 12/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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