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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Ann Wagoner luttman is a financial advisor with over 26 years of experience. Tracy currently works with LPL Financial LLC and has been with the firm since November 2009. Prior to that, Tracy worked with INVEST FINANCIAL CORPORATION, ONB INVESTMENT SERVICES, INC., and J.J.B. HILLIARD, W.L. LYONS, INC. Tracy holds Series 63, SIE, and Series 7 licenses. Tracy Ann Wagoner luttman specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
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KY
11/30/2009 - Present
LPL Financial LLC (LOUISVILLE KY)
IN
11/30/2005 - 12/01/2009
INVEST FINANCIAL CORPORATION (EVANSVILLE IN)
IN
04/02/2003 - 12/01/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
KY
12/06/1996 - 03/18/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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