Tracy Walter
Tracy Walter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ephrata, PA, with 2 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
108 North Reading Rd, Suite 12, Ephrata, PA, 17522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy holds a political office/activity position since January 2024. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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