Tracy Raynor
Tracy Raynor is a registered investment advisor at LPL Financial LLC, based in Myrtle Beach, SC, with 39 years of industry experience. Tracy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2411 N. Oak Street, Suite 303, Myrtle Beach, SC, 29577
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Tracy operates Integrity Financial Group as a DBA for their LPL business, dedicating nearly full-time hours to it. Tracy also works as a notary in South Carolina, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Robert Thomas Securities, INCBroker
Invest Financial CorporationBroker
State Registrations1 state
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.
Exams
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