Tracy J. Mccary
Professional summary
Tracy Jon Mccary is a registered financial advisor currently at TRAC WEALTH MANAGEMENT, INC located in Norman, Oklahoma.
Tracy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Tracy has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tracy Jon Mccary's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 22, 2015 - Present
TRAC WEALTH MANAGEMENT, INC
Office #1: 3750 W Main Street Suite 142, Norman, OK 73072April 18, 2011 - December 22, 2015
PURSHE KAPLAN STERLING INVESTMENTS
April 15, 2011 - December 22, 2015
ACCESS FINANCIAL GROUP, INC.
March 17, 1998 - April 19, 2011
VOYA FINANCIAL ADVISORS, INC.
October 12, 1995 - April 19, 2011
VOYA FINANCIAL ADVISORS, INC.
November 20, 1992 - October 23, 1995
CITIGROUP GLOBAL MARKETS INC.
March 19, 1990 - December 21, 1992
PRINCIPAL FINANCIAL SECURITIES,INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/22/2015)
(11/1/2016)
Exams
Current Firm
TRAC WEALTH MANAGEMENT, INC
CRD#: 281128 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 125 |
| AUM (Assets Under Management) | $ 13,676,341 |
Red Flags
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