Tracy Silpe
Tracy Silpe is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Palm Beach, FL, with 18 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
2475 Mercer Avenue, Suite 105, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy is an officer of ILY, Corp dba Gimco USA, spending about 10-20% of their time on administrative tasks. Tracy also manages rental real estate, is a trustee for their daughter's trust, owns a support company, and volunteers with the Sports Car Club of America.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Fortigent, LLC
Fortigent Securities Company, LLC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations20 states
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