Tracy Williams is a ChFC-designated registered investment advisor, based in Liberty, TX, with 21 years of industry experience. Tracy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1710 N Main St, Liberty, TX, 77575
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
State Farm Vp Management CORP.
June 2026 - Present · 4 mos
State Farm Vp Management CORP.Broker
June 2026 - Present · 4 mos
State Farm Investment Management CORP.
April 2026 - Present · 6 mos
Previous Registrations
State Farm Investment Management CORP.
September 2018 - May 2019 · 8 mos
State Farm Vp Management CORP.Broker
May 1998 - May 2019 · 21 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.
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