Traci Carrion
Traci Carrion is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Salt Lake City, UT, with 25 years of industry experience. Traci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
1575 S Main St, Salt Lake City, UT, 84115
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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 Activities
Traci co-owns rental property with Allen Carrion since 2018, acting as a landlord. This activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
First Union Capital Markets CORP.Broker
Rushmore Investment Brokers, INC.Broker
State Registrations4 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.