TrueAdvisor
TrueAdvisor
TN
TN

Tracy Allison New

Trustage Investment Management
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Trustage Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Location

Chesterfield, VA

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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.

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Employment History
Current Registrations
Trustage Investment Management
November 2022 - Present · 3 yrs 3 mos
CUNA Brokerage Services, INC.
June 2021 - Present · 4 yrs 8 mos
CUNA Brokerage Services, INC.Broker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
CUNA Brokerage Services, INC.
June 2021 - November 2022 · 1 yr 5 mos
Securian Financial Services, INC.
November 2020 - May 2021 · 6 mos
Securian Financial Services, INC.Broker
November 2020 - May 2021 · 6 mos
TD Ameritrade Investment Management, LLC
September 2018 - November 2020 · 2 yrs 2 mos
TD Ameritrade, INC.
September 2018 - November 2020 · 2 yrs 2 mos
TD Ameritrade, INC.Broker
September 2018 - November 2020 · 2 yrs 2 mos
LPL Financial LLC
May 2018 - September 2018 · 4 mos
LPL Financial LLCBroker
November 2017 - September 2018 · 10 mos
Investment Centers of America, INC.Broker
October 2017 - November 2017 · 1 mo
State Registrations13 states
ALARDCFLGALAMDMSNCSCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.