Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Lyn Shackelford is a financial advisor with Bleakley Financial Group, LLC. Tracy has been in the financial services industry since 2011 and is licensed to provide investment advice in Colorado, Georgia, Massachusetts, New Jersey, Pennsylvania, Texas, and Virginia. Tracy also has a background in life insurance and specializes in helping individuals and families plan for their financial futures.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/27/2022 - Present
Bleakley Financial Group, LLC (Williamsburg VA)
VA
12/14/2020 - 06/07/2024
LPL FINANCIAL LLC (WILLIAMSBURG VA)
VA
03/05/2012 - 12/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Williamsburg VA)
IA
Issued 07/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Tracy Shackelford is the right advisor for you? Invested Better is here to help.
