Tracey
John
Trg Investment Advisors, LLC
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About this Advisor
Tracey John is a financial advisor based out of Brattleboro, Vermont. John is an advisor for Trg Investment Advisors, LLC. Their career trajectory has included roles at Vermont Country Deli and Trg Investment Advisors, LLC. John has a Series 65 license, qualifying them as an investment advisor representative, and can work in Vermont. Trg Investment Advisors, LLC is a firm based in Brattleboro, VT. The firm has a total of seven people on staff. It controls $741 million in total assets among its 500 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 500 accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The business has a set of services, including portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees are based on the services offered. However, fee types charged by Trg Investment Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trg Investment Advisors, LLC Brokerage Details
$740,564,410
7
500
$1,481,129
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Tracey John Work History
Tracey has been registered as a financial advisor for 0 years.*
Trg Investment Advisors, LLC
Vermont Country Deli
*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 Tracey John 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 Trg Investment Advisors, LLC
West Lebanon, NH
Norwich, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
Brattleboro, VT
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