Tracee
Sapp

Cetera Advisor Networks LLC

CRD#4586525
Investment Advisor
in Atlanta, GA

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About this Advisor

Tracee Sapp is a certified financial planner operating in Atlanta, Georgia who has 2 years of relevant experience. Sapp works at Cetera Advisor Networks LLC. During their career, the advisor has held roles at T. Sapp Financial Partners, Principal Securities Inc, Cetera Advisor Networks LLC, Summit Financial Group Inc, Cetera Investment Advisers LLC, Princor Financial Services and Principal Life Ins Co. Sapp maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and Texas. Cetera Advisor Networks LLC is an advisory business based out of El Segundo, CA. The firm has offices in 889 locations and a total of 2,881 financial advisors. It has $47 billion in total assets among its 192,956 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 664 charitable organizations. Of its 192,956 accounts, 27% are held by high-net-worth investors who have at least $1 million in assets available to invest. Cetera Advisor Networks LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically depend on which services are offered. However, fees billed by Cetera Advisor Networks LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

470 E. Paces Ferry Road Suite 200
Atlanta, GA 30305

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

GA Average: $7,578,581,321
Total Number of Employees

2,881

GA Average: 43
Total Number of Accounts

192,956

GA Average: 3,727
Average Account Size

$241,772

GA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Tracee Sapp Work History

Tracee has been registered as a financial advisor for 2 years.*

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Cetera Advisor Networks LLC

2010 - Present (14 years)

T. Sapp Financial Partners

2021 - 2021 (< 1 year)

Summit Financial Group Inc

2016 - 2021 (5 years)

Principal Securities Inc

2002 - 2016 (14 years)

Princor Financial Services

2002 - 2021 (19 years)

Principal Life Ins Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tracee Sapp 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 Cetera Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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