Tracy Hoben-Shelkin
Tracy Hoben-Shelkin is a registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 26 years of industry experience. Tracy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
1900 Duke Street, 200 2nd Fl, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (4)
Financial
November 2019Financial
October 2019Financial
September 2019Financial
August 2019Other Business Activities
Tracy serves as a representative payee for her sister, a non-investment related activity. This requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations48 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.
Exams
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