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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Voumbo is an Investment Advisor Representative with Fisher Investments. Tracy has been working in the industry since January 2022. Tracy has a Series 65 license and specializes in investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Previously, Tracy worked at the International Monetary Fund in Washington D.C. and Towson University in Towson, Maryland. Fisher Investments is a firm based in Plano, Texas, that manages over $298 billion in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/01/2025 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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