Tracy Haraksin (CRD# 6225598) is an Investment Advisor Representative working at Park Avenue Securities LLC in Calremont, CA and has over 9 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 4609130
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Claremont, CA | Mar 2015 - Current | 9 |
| Guardian Life Ins | Claremont, CA | Mar 2015 - Current | 9 |
| Philanthropy Int'l | Claremont, CA | Jan 2006 - Current | 18 |
| Park Avenue Securities | Corona, CA | Sep 2014 - Mar 2015 | < 1 |
| Guardian Life Ins | Corona, CA | Aug 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- CA
- CO
- ID
- IL
- NV
- NJ
- NC
- OK
- OR
- TX
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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