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Timothy Tracey

24 Years of Experience
Orlando, FL
Broker

Timothy Tracey is a registered investment advisor at Raymond James & Associates, INC., based in Orlando, FL, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

301 East Pine Street, Suite 1100, Orlando, FL, 32801

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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 Activities

Timothy owns a personal/private investment since 2020, dedicating minimal time to paying the mortgage and bills.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2002 - Present · 24 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2002 - Present · 24 yrs 4 mos
State Registrations38 states
AKALARAZCACOCTFLGAIAILINKSLAMAMDMIMOMSNCNHNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWV
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.
Timothy Tracey - Financial Advisor | TrueAdvisor