Tracey Childers-Gummo
Tracey Childers-Gummo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in State College, PA, with 33 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2134 Sandy Drive Suite 16, State College, PA, 16803
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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
Tracey is involved in several outside business activities, including roles as treasurer for a fraternal organization and a non-profit, and as a bookkeeper for another non-profit. She also owns LFM Wealth Management, where she sells fixed insurance, securities, and investment products, and works as an independent insurance agent, dedicating a few hours per week to fixed insurance sales, and owns Lifestyle Financial Matters, where she spends nearly full-time on tax preparation, accounting, and bookkeeping.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
World Capital Advisors, LLC
World Capital Brokerage, INC.Broker
1717 Capital Management CompanyBroker
State Registrations10 states
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