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Traci-Anne Dracoulis

Cetera Investment Advisers LLC
13 Years of Experience
Midlothian, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Traci-Anne Dracoulis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 13 years of industry experience. Traci-Anne is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

130 Wylderose Drive, Midlothian, VA, 23113

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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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Other Business ActivitiesSells Insurance

Traci-Anne works as a financial advisor for Virginia Asset Management, dedicating full-time hours to providing financial services. She is also a partner in SGT Drac Woodworking LLC, handling administrative and marketing tasks for a minimal time commitment, and an insurance agent selling fixed insurance products for various companies, spending a few hours per week on sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 7 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Bb&t Securities, LLCBroker
August 2017 - June 2020 · 2 yrs 10 mos
Bb&t Securities, LLC
August 2017 - June 2020 · 2 yrs 10 mos
MML Investors Services, LLCBroker
March 2017 - August 2017 · 5 mos
MML Investors Services, LLC
March 2017 - August 2017 · 5 mos
Msi Financial Services, INC.Broker
July 2014 - March 2017 · 2 yrs 8 mos
Msi Financial Services, INC.
July 2014 - March 2017 · 2 yrs 8 mos
MML Investors Services, LLC
May 2011 - July 2014 · 3 yrs 2 mos
MML Investors Services, LLCBroker
February 2011 - July 2014 · 3 yrs 5 mos
Morgan Stanley
August 2001 - November 2002 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
July 2001 - November 2002 · 1 yr 4 mos
State Registrations4 states
NCTXVAWA
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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