TD
CFP
TD
CFP

Traci-Anne Dracoulis

12 Years of Experience
Midlothian, VA
BrokerSells Insurance

Traci-Anne Dracoulis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 12 years of industry experience. Traci-Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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.

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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 2 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 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 Registrations3 states
NCTXVA
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.