Tracy Pick
Tracy Pick is a registered investment advisor at MML Investors Services, LLC, based in Ocala, FL, with 32 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 Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2760 SE 17th Street, Bldg 500-A, Ocala, FL, 34471
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Tracy co-owns a simple rental property, dedicating minimal time to it. She also works in sales, ownership, and as an agent and president for Tri-Square Wealth, selling various insurance products and dedicating about 10-20% of her time. Additionally, Tracy is an agent for Tri-Square Wealth, LLC, dealing with life settlements/viaticals, spending minimal time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Lincoln Benefit Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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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