Tracey A. Baker
Professional summary
Tracey Albertson Baker, CFP®, who also goes by Tracey Ann Albertson, Tracey Baker, Tracy Albertson Baker, is a registered financial advisor currently at CJM WEALTH ADVISERS, LTD. located in Falls Church, Virginia.
Tracey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tracey has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tracey Albertson Baker's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
August 3, 1999 - Present
CJM WEALTH ADVISERS, LTD.
Office #1: 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042January 4, 1999 - March 14, 2011
CETERA WEALTH SERVICES, LLC
July 2, 1996 - January 13, 1999
FSC SECURITIES CORPORATION
Primary Firm SEC Registration
CJM WEALTH ADVISERS, LTD.
CRD#: 107750 / SEC#: 801-14391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2011)
(10/4/2023)
(8/3/1999)
Exams
Current Firm
CJM WEALTH ADVISERS, LTD.
CRD#: 107750 / SEC#: 801-14391
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,583 |
| AUM (Assets Under Management) | $ 1,285,166,542 |
Red Flags
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