Tracy Carmer
Tracy Carmer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bethlehem, PA, with 14 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
2005 City Line Road, Suite 200, Bethlehem, PA, 18017
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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
Tracy is a finance/investment committee member at Fulton Bank and an associate/employee at Fulton Financial Advisors, dedicating about half of her time to each. She also works as an agent for Specific Solutions selling life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations20 states
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