Traci Richmond
Traci Richmond is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethesda, MD, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4800 Hampden Lane, Suite 101, Bethesda, MD, 20814
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Traci owns rental real estate since 2007 and is the owner of The Meakem Group, an insurance business, since 2013, dedicating a few hours per week to each. She also owns The Meakem Group, LLC, a support company, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations46 states
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