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Tracy Anne McClurg

McClurg Capital Corp.

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About Tracy Anne McClurg

Tracy Anne McClurg is a financial professional with over 35 years of experience in the industry. Tracy has been registered with the Financial Industry Regulatory Authority (FINRA) since September 1987. Tracy is currently registered with McClurg Capital Corp. and has been employed by them since September 1987. Previously, Tracy was employed by Gallegos Institutional Investors Corporation. Tracy currently holds the FINRA Series 7, Series 27, and Series 99TO licenses. Tracy's specialties include portfolio management for individuals and financial planning.

Firm Information

Tracy McClurg is currently registered with McClurg Capital Corp.. McClurg Capital Corp., a corporation formed in June 1985, is an investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $83 million in assets, primarily for individuals, with a smaller portion dedicated to charitable organizations and corporations. McClurg Capital Corp. is registered with the SEC and in 10 states, including Arizona, California, District of Columbia, Florida, Maryland, Nevada, Oregon, Texas, Utah, and Washington. The firm's website is located at HTTP://WWW.MCCLURGCAPITAL.COM.

$83.00M

Assets Under Management

Not reported

Total Clients

7

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tracy McClurg’s Registration & Firm History

CA

09/22/1987 - Present

McClurg Capital Corp. (SAN RAFAEL CA)

NA

11/09/1990 - 09/15/1994

GALLEGOS INSTITUTIONAL INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 06/27/1994

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Tracy Anne McClurg. Review regulatory record here.
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