Trina Tracy
Trina Tracy is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Seymour, IN, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1010 W 2nd St, Seymour, IN, 47274
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 Activities
Trina works as a financial advisor for JCB Investment Services and JCBank (Jackson County Bank). She dedicates about half of her time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Vision Financial Group
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations13 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.