Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Lynn Gordon is a financial professional with over 15 years of experience in the industry. Tracy is currently registered with LPL Financial LLC and has previously held positions with SAGEPOINT FINANCIAL, INC., LINCOLN INVESTMENT, GUNNALLEN FINANCIAL, INC, and CHATFIELD DEAN & CO., INC. Tracy is licensed to provide investment advice and securities transactions in Illinois and Indiana.
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.
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2
IL
06/05/2020 - Present
LPL Financial LLC (OAK BROOK IL)
IL
01/25/2019 - 06/10/2020
SAGEPOINT FINANCIAL, INC. (OAK BROOK IL)
IL
05/05/2009 - 08/31/2010
LINCOLN INVESTMENT (LOMBARD IL)
IL
01/30/2002 - 05/13/2009
GUNNALLEN FINANCIAL, INC (AURORA IL)
FL
04/23/1998 - 10/16/2001
GUNNALLEN FINANCIAL, INC (TAMPA FL)
CO
01/30/1998 - 04/22/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 06/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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