TL
TL

Tracy Lardiere

26 Years of Experience
Destin, FL
Broker

Tracy Lardiere is a registered investment advisor at Raymond James & Associates, INC., based in Destin, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

4477 Legendary Dr, Unit 101, Destin, FL, 32541

Get directions

History

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
Raymond James & Associates, INC.
October 2015 - Present · 10 yrs 7 mos
Raymond James & Associates, INC.
September 2015 - Present · 10 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLC
April 2013 - October 2015 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2000 - October 2015 · 15 yrs 2 mos
First Albany CorporationBroker
April 2000 - August 2000 · 4 mos
Salomon Smith Barney INC.Broker
December 1999 - March 2000 · 3 mos
Painewebber IncorporatedBroker
November 1999 - November 1999 · 0 mos
State Registrations1 state
FL
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.
Tracy Lardiere - Financial Advisor | TrueAdvisor