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Tracey Textor
1 Year of Experience
Belle Chasse, LA
4 DisclosuresBroker
Tracey Textor is a registered investment advisor at Cetera Investment Advisers LLC, based in Belle Chasse, LA, with 1 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
8611 Highway 23, Suite 1-C, Belle Chasse, LA, 70037
Get directionsHistory
Regulatory History (4)
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Judgment / Lien
November 2024Judgment / Lien
August 2023Financial
October 2022Final
Judgment / Lien
December 2010Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
July 2024 - February 2025 · 7 mos
State Registrations1 state
LA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.