Tracy Ford is a registered investment advisor, based in Lee's Summit, MO, with 4 years of industry experience.
Location
2641 NE McBaine Drive, Lee's Summit, MO, 64064
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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 sells fixed insurance, dedicating about 10-20% of her time. She also owns VIP Organizing & Consulting dba Elite Supplemental Benefits and provides administrative support for The Waymire Group, educational publishers, but these activities are not investment-related and take minimal time.
Employment History
Current Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Previous Registrations
Normandy Investment Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations3 states
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