Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Lance Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. Tracy is a registered representative and investment advisor representative. Tracy has been in the financial services industry since 2009. Tracy is based in HIGH POINT, NC. Tracy has a wide range of experience with a number of firms including BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Advisors, LLC, LPL Financial Corporation, and Edward Jones. Tracy is a licensed Bank Advisor (LBA) and works with clients to develop holistic financial plans and implement banking strategies.
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
NC
09/03/2020 - Present
Raymond James Financial Services Advisors, Inc. (HIGH POINT NC)
NC
01/02/2018 - 03/13/2020
BB&T SECURITIES, LLC (HIGH POINT NC)
NC
08/12/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HIGH POINT NC)
NC
02/23/2011 - 02/06/2013
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
10/20/2009 - 12/31/2010
LPL FINANCIAL CORPORATION (GREENSBORO NC)
NC
08/10/2009 - 10/02/2009
EDWARD JONES (THOMASVILLE NC)
NC
09/24/2008 - 08/12/2009
LPL FINANCIAL CORPORATION (GREENSBORO NC)
BOTH
Issued 08/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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