Elliott Tracy is a registered investment advisor, based in Hillsboro, OR, with 12 years of industry experience.
Location
5635 NE Elam Young Parkway, Suite 100, Hillsboro, OR, 97124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elliott is a director at KDP, LLP and KOSMATKA DONNELLY & CO, LLP DBA KDP CERTIFIED PUBLIC ACCOUNTANTS, LLP, KDP & CO LLC, providing tax services to their clients, which takes nearly full-time. Elliott also refers CPA clients for financial advisory services at KDP Wealth Management, LLC, attending meetings and providing tax advice, dedicating about 10-20% of their time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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