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Tracey Hendrix

18 Years of Experience
Decatur, AL
Broker

Tracey Hendrix is a registered investment advisor at Wells Fargo Advisors, based in Decatur, AL, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

826 Bank St Ne, Decatur, AL, 35601

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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

Tracey has 100% ownership of J4 Holdings, Inc. since April 2023, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
April 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2008 - April 2023 · 15 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
December 2007 - April 2023 · 15 yrs 4 mos
State Farm Vp Management CORP.Broker
July 2007 - October 2007 · 3 mos
Wachovia Securities, LLCBroker
March 2007 - April 2007 · 1 mo
State Registrations22 states
ALARCACODEFLGAILLAMAMDMOMSNCNVNYSCTNTXVAWAWI
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.
Tracey Hendrix - Financial Advisor | TrueAdvisor