Tracy Gillette
Tracy Gillette is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Brandon, FL, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1104 Nikki View Drive, Brandon, FL, 33511
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tracy is the Director of Operations and an agent at Asset Money Management Inc., offering financial services and various insurance products, dedicating nearly full-time hours to this role. Tracy also works as an agent for Gradient IMO, spending minimal time on this activity, and owns part of the building where Asset Money Mgt Inc. is located, spending minimal time as a landlord.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Lincoln Investment Planning, INC
Lincoln Investment Planning, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
Pw Securities, INC.Broker
Ur Financial, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.