Tracey Martin
Tracey Martin is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tracey owns rental real estate property since August 2024, but has hired a management company to handle day-to-day operations, requiring minimal time. Tracey also volunteers as a FINRA non-public arbitrator, requiring minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations49 states
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