Trace Bucey
Trace Bucey is a registered investment advisor at Planmember Securities Corporation, based in Corpus Christi, TX, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
4444 Corona Dr., Ste. 242, Corpus Christi, TX, 78411
Get directionsHistory
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
Trace works as a financial advisor/agent at Elite Plus Financial, focusing on financial services, securities, and insurance sales, dedicating full-time hours to this role. Additionally, Trace is self-employed as an agent selling fixed indexed annuities, spending about a quarter of their time on this activity.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
State Registrations2 states
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