Tracy Alm
Tracy Alm is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Crystal River, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2101 S E Highway 19, Crystal River, FL, 34429
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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.
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Tracy is a partner in JAKA Property Holdings, a residential property rental business, since 2018. Tracy spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations42 states
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