Tracey Gordineer

Tracey Gordineer

BLOSSOM BALANCE
GAINESVILLE, GA 30506
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CRD#: 6179365
Tracey Gordineer

Professional summary


Tracey Gordineer, CFP®, who also goes by Tracey Ann Gordineer, is a registered financial advisor currently at BLOSSOM BALANCE LLC located in Gainesville, Georgia.

Tracey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tracey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Core Areas of Focus


Annuities
AUM
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issues
Charitable Giving

Question & Answer


What are your service offerings?
Divorce Planning
Tax Planning
Comprehensive Financial Planni...
Debt Management
Investment Planning
Insurance Planning
Budgeting
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases


Tracey Ann Gordineer

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.

CRS (Client Relationship Summary) - RIA


Click below to view Tracey Gordineer's 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®
CFP®

Experience


Current

November 17, 2025 - Present

BLOSSOM BALANCE LLC

Office #1: 3292 Thompson Bridge Road Suite 149, Gainesville, GA 30506
RIA
CRD#: 338937
GAINESVILLE, GA
Past

December 23, 2020 - August 27, 2025

PARAMOUNT INVESTMENT ADVISORS

RIA
CRD#: 146217
BUFORD, GA
Past

June 25, 2015 - February 20, 2017

WEALTH 360, LLC

RIA
CRD#: 141663
SUWANEE, GA
Past

April 27, 2015 - May 18, 2015

PFS INVESTMENTS INC.

RIA
CRD#: 10111
SMYRNA, GA
Past

September 10, 2013 - May 18, 2015

PFS INVESTMENTS INC.

BD
CRD#: 10111
SMYRNA, GA

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(11/17/2025)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BB
BLOSSOM BALANCE LLC
BLOSSOM BALANCE LLC | BLOSSOM BALANCE: A WEALTHNESS COMPANY

CRD#: 338937 / SEC#:

Georgia
Registered Investment Advisory firm - (11/17/2025 Approved)
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Contact information


Main Address
3292 Thompson Bridge Road Suite 149, Gainesville, GA 30506
Mailing Address
Phone number
(678) 408-1020
Established
Firm type
Fiscal year end
# of Employees
1
0

Red Flags


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Company Information


BLOSSOM BALANCE LLC

CRD#: 338937Gainesville, GA 30506

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Contact information


(xxx) xxx-xxxx

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