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TB

Tracy L. Billings

RUSSELL INVESTMENTS
Atlanta, GA
Some features on this profile are disabled
CRD#: 4496931
TB

Professional summary

Tracy Leigh Billings, who also goes by Tracy Leigh Gilbert, is a registered financial advisor currently at RUSSELL INVESTMENTS located in Atlanta, Georgia and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Seattle, Washington.

Tracy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Tracy has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tracy Leigh Gilbert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tracy Leigh Billings's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 31, 2025 - Present

RUSSELL INVESTMENTS

RIA
CRD#: 105734
Atlanta, GA
Current

November 18, 2024 - Present

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Office #1: 401 Union St 18th Floor, Seattle, WA, 98101
BD
CRD#: 21771
SEATTLE, WA
Past

January 20, 2016 - January 28, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
ATLANTA, GA
Past

January 9, 2015 - February 11, 2016

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
Peachtree Corners, GA
Past

August 29, 2014 - December 12, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SANDY SPRINGS, GA
Past

October 10, 2013 - August 4, 2014

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
Peachtree Corners, GA
Past

April 26, 2002 - July 6, 2012

WELLS INVESTMENT SECURITIES,INC.

BD
CRD#: 15252
NORCROSS, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RUSSELL INVESTMENTS
FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA
Registered Investment Advisory firm - (5/21/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(1/31/2025)
IAR
Georgia
(1/31/2025)
RR
Tennessee
(1/30/2025)
RR
Washington
(2/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RI
RUSSELL INVESTMENTS
FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA
Registered Investment Advisory firm - (5/21/1982 Approved)
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Contact information

Main Address
1301 Second Avenue 18th Floor, Seattle, WA 98101
Mailing Address
Phone number
(206) 505-7877
Established
Firm type
Fiscal year end
# of Employees
589

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RUSSELL INVESTMENT MANAGEMENT, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts69,312
AUM (Assets Under Management)$ 62,376,876,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RUSSELL INVESTMENTS

CRD#: 105734Atlanta, GA

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