Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Baird Thacker is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 30 years of experience in the financial services industry. Tracy has been registered with the state of Kentucky since 1989 and has expanded their practice to include 24 other states. Tracy is also a registered Investment Advisor Representative in Kentucky and Texas. Tracy has a strong background in financial planning, portfolio management, and pension consulting. Tracy is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
09/18/2020 - Present
Raymond James Financial Services Advisors, Inc. (Owensboro KY)
KY
01/03/1994 - 08/28/2020
EDWARD JONES (OWENSBORO KY)
KY
10/25/1989 - 01/03/1994
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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