Tracy
Timmerman

Fifth Third Securities, Inc

CRD#2983113
Investment Advisor
in Saint Petersburg, FL

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About this Advisor

Tracy Timmerman is a financial advisor based in Saint Petersburg, Florida, working with Fifth Third Securities, Inc. Tracy has previously held positions at Fifth Third, Modern Woodmen Of America, Mwa Financial Services, Inc, and Fifth Third Securities. Tracy has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Tracy is part of Fifth Third Securities, Inc, which operates out of Saint Petersburg, Florida. The firm has 1,117 offices and 1,228 employees. The firm manages assets totaling $8.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fifth Third Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

2201 66Th St. N
Saint Petersburg, FL 33710

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,982,892,401

FL Average: $2,106,341,625
Total Number of Employees

1,228

FL Average: 34
Total Number of Accounts

40,143

FL Average: 1,972
Average Account Size

$198,861

FL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Tracy Timmerman Work History

2016 - Present (8 years)

Fifth Third

2016 - Present (8 years)

Fifth Third Securities

2011 - 2016 (5 years)

Modern Woodmen Of America

2011 - 2016 (5 years)

Mwa Financial Services, Inc

Disclosures

Please visit the SEC profile of Tracy Timmerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fifth Third Securities, Inc

Kerr-Ann Dempster
Denver, NC
Craig Brown
West Palm Beach, FL
Willie Mccaulley
Ormond Beach, FL
Joshua Suevel
Northbrook, IL
Daniel Stipanovich
Cincinnati, OH
Juana Garcia
Naples, FL
Thomas Stines
Knoxville, TN
Matthew Ward
Winter Garden, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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