TB
TB

Traci Born

30 Years of Experience
Columbus, OH
1 DisclosureBroker

Traci Born is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8351 North High Street, Suite 210, Columbus, OH, 43235

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History

Regulatory History (1)
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Customer Dispute
February 2006
Settled
Other Business Activities

Traci is the owner/proprietor of Born Investment Group since 2017, dedicating about half of her time to it. She is also the owner and a financial advisor for Born Investment Group LLC, a support company, also since 2017, dedicating about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2012 - Present · 13 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
The Huntington Investment Company
April 2006 - November 2012 · 6 yrs 7 mos
The Huntington Investment CompanyBroker
February 1996 - November 2012 · 16 yrs 9 mos
State Registrations25 states
AZCACOCTFLGAINKYLAMIMTNCNJNVNYOHORPASCTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.