Elliott Tracy (CRD# 5745365) is an Investment Advisor Representative working at Avantax Advisory Services in Hillsboro, OR and has over 10 years of experience in the finance industry.
CRD# 6010341
Edward Jones
CRD# 4299120
Wellspring Advisors, Inc.
CRD# 6885161
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kdp, LLP | Boise, ID | Jan 2024 - Current | < 1 |
| Kdp, LLP | Boise, ID | Jan 2024 - Current | < 1 |
| Avantax Advisory Services | Hillsboro, OR | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Hillsboro, OR | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Hillsboro, OR | Jan 2014 - Current | 10 |
| Jones & Roth, Pc | Eugene, OR | Jul 2008 - Jan 2024 | 15 |
| 1st Global Capital Corp | Hillsboro, OR | Aug 2013 - Oct 2019 | 6 |
| 1st Global Advisors , Inc. | Hillsboro, OR | Aug 2013 - Oct 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- OR
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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