Tracee
Adams
American Independent Securities Group, LLC
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About this Advisor
Tracee Adams is a financial advisor based in Wichita, Kansas, working with American Independent Securities Group, LLC. Tracee has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, and American Independent Securities Group. Tracee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Tracee is part of American Independent Securities Group, LLC, which operates out of Wichita, Kansas. The firm has 28 offices and 33 employees. The firm manages assets totaling $513.3 million 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at American Independent Securities Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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American Independent Securities Group, LLC Brokerage Details
$513,341,332
33
2,830
$181,393
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 Adams Work History
American Independent Securities Group
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Tracee Adams 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 American Independent Securities Group, LLC
Wisconsin Dells, WI
Eagle, ID
Eagle, ID
Eagle, ID
Eagle, ID
Wichita, KS
Spokane, WA
Eagle, ID
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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