linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tracy Lynn May

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tracy? Claim Your Profile

About Tracy Lynn May

Tracy Lynn May is a financial advisor with First Command Advisory Services and has been in the industry since 2004. Tracy is licensed to provide financial advice in Texas. Tracy has experience with a variety of clients including corporations, individuals, charitable organizations and pension and profit-sharing plans. Tracy offers financial planning and portfolio management services.

Firm Information

Tracy May is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tracy May’s Registration & Firm History

TX

12/15/2015 - Present

First Command Advisory Services (Fort Worth TX)

TX

06/01/2009 - 09/07/2011

MORGAN STANLEY SMITH BARNEY (DALLAS TX)

TX

05/21/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)

NE

01/03/2002 - 01/26/2005

AMERITRADE, INC. (OMAHA NE)

NE

10/10/2000 - 12/31/2001

AMERITRADE (BELLEVUE NE)

Not sure if Tracy Lynn May is right for you?

Licenses & Designations

BOTH

Issued 06/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2012

Series 24 - General Securities Principal Examination

BC

Issued 05/25/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/21/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Lynn May.
Not sure if Tracy Lynn May is right for you?