Tracy Marie Williams
Professional Summary
Tracy Marie Williams, who also goes by Tracy M Huhn, is a registered financial advisor currently at INTEGRATED WEALTH MANAGEMENT, INC. located in Uniontown, Ohio. Tracy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tracy has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tracy Marie Williams, Tracy M Huhn
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
INTEGRATED WEALTH MANAGEMENT, INC.
Contact Information
Main Address
1790 Town Park Blvd. Suite K, Uniontown, OH 44685Phone Number
(330) 896-1644# of Employees
10SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,326AUM (Assets Under Management)
$254,065,547Similar Advisors
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
INTEGRATED WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(10/18/2024)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Tracy Marie Williams's CRS (Customer Relationship Summary).