Tracy Burgett
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tracy Burgett, CFP®, CPWA®, who also goes by Tracy Sue Burgett, Tracy Sue Martin, was a registered financial professional .
Tracy is a previously registered financial professional and started their career in finance in 2017. Tracy had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017-06-27
Expire date: 2023-05-31
Experience
September 3, 2020 - December 31, 2021
BURGETT FINANCIAL PLANNING
February 28, 2019 - June 1, 2020
PLATT WEALTH MANAGEMENT
March 30, 2017 - November 12, 2018
DOWLING & YAHNKE, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
BURGETT FINANCIAL PLANNING
CRD#: 310474 / SEC#:
Contact information
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.
