Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Lamar Lentz is a financial advisor with LPL Financial LLC in Decatur, Alabama. Tracy has been in the financial services industry since January 2001, and has a broad range of experience in providing investment advice and financial planning services. Tracy is a registered representative with FINRA and has passed the Series 7, Series 24 and Series 66 exams. Tracy has held previous positions with Securities America, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. In addition to providing financial advice, Tracy is also involved in several other businesses and activities, including real estate rental and farming.
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
AL
03/26/2024 - Present
LPL Financial LLC (DECATUR AL)
AL
06/28/2004 - 04/01/2024
SECURITIES AMERICA, INC. (DECATUR AL)
IN
12/05/2003 - 06/30/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/05/2003 - 06/30/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/29/2001 - 12/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 02/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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