How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Tracy

ADVISOR PROFILE

LEGACY FINANCIAL ASSOCIATES POSITION: PRESIDENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 12/12/1994 ADDRESS: 149 WEST PATRICK ST, FREDERICK MD 21701 DESCRIPTION: SALE OF INSURANCE PRODUCTS WHEN APPROPRIATE FOR CLIENT NEEDS SENIOR RESOURCE ALLIANCE (STUDY GROUP) POSITION: ORGANIZER/MEMBER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2012 ADDRESS: 149 WEST PATRICK STREET, FREDERICK MD 21701 DESCRIPTION: GROUP OF PROFESSIONALS SHARING CHALLENGES OF SENIOR CITIZENS AND RESOURCES AVAILABLE TO THEM FCC ILR CLASS POSITION: INSTRUCTOR NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 4 START DATE: 10/07/2013 ADDRESS: 7932 OPOSSUMTOWN PIKE, FREDERICK MD 21702 DESCRIPTION: FCC INSTITUTE FOR LEARNING IN RETIREMENT CLASS TITLED GETTING YOUR FINANCIAL HOUSE IN ORDER WITH WISE RETIREMENT SOLUTIONS. WISE RENTAL PROPERTIES POSITION: president NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/08/2016 ADDRESS: 127 E. Patrick Street, Frederick MD 21701 DESCRIPTION: Manage Properties ML INVESTMENTS, LLC WILL OWN 13 WEST 3RD STREET PROPERTY (OWNERS ARE RON SHAFER AND TRACY BUSH 50/50) POSITION: partner NATURE: Business, Marketing, Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 2 START DATE: 01/20/2013 ADDRESS: 13 West 3rd Street, Frederick MD 21701 DESCRIPTION: work together with partner to buy, fix up, and sell property located at 13 W. 3rd Street WISE PROPERTIES, LLC. WILL OWN 127 EAST PATRICK STREET PROPERTY (OWNERS ARE TRACY AND MARIE THOMPSON BUSH 50/50) POSITION: president NATURE: Business, Marketing, Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 5 START DATE: 01/20/2012 ADDRESS: 127 East Patrick Street, Frederick MD 21701 DESCRIPTION: manage and owner occupy 127 E. Patrick as part of Legacy Financial Associates to provide insurance services WISE PROPERTIES POSITION: property owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 149 W Patrick Street, Frederick MD 21701 DESCRIPTION: sometimes let Sirens media film at properties located at 13 W. 3rd Street, 127 E. Patrick, 149 W Patrick in Frederick Maryland. Also 5613 Broadmoor Terrace N. Ijamsville, Md 21754 all in properties that I own. BNI, MEMBER POSITION: member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: 149 West Patrick St, Frederick MD 21701 DESCRIPTION: member - business networking organization WISE INSURANCE SOLUTIONS, LLC POSITION: Owner NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2014 ADDRESS: 127 E Patrick Street, Frederick MD 21701, United States DESCRIPTION: Build a group of insurance agents to provide specialize insurance solutions in a supervisory capacity, along with personal production. BUFFALO BILLS - TEMPORARY EMPLOYER POSITION: photo/media runner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2019 ADDRESS: One Bills Drive, Orchard Park NY 14127, United States DESCRIPTION: assisting with media during football game days for the Buffalo Bills

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Tracy Steven Bush

Experience: 32 years / 3 firms

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