Tracey Hartford (CRD# 7790325) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has 1 year of experience in the finance industry.
CRD# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Twelve Points Wealth Management | Concord, MA | Nov 2022 - Current | 1 |
| Na | Concord, MA | Jul 2022 - Nov 2022 | < 1 |
| Windover Construction, Inc. | Beverly, MA | Jan 2011 - Jul 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- MA
-
Total Assets Under Management1,211MILLIONS
-
Total Number of Accounts1,387ACCOUNTS
-
Average Account Value$872,952
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, CT, FL, GA, MA, MD, NH, NJ, NY, RI, TX
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