Tracy
New
Members Capital Advisors, Inc
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About this Advisor
Tracy New is a financial advisor based out of Chesterfield, Virginia with 1 year of relevant experience. New currently works for Members Capital Advisors, Inc. Their career trajectory has included roles at American Funds, Lpl Financial LLC, Tdameritrade, Securian Financial Services Inc, Virginia Asset Management, Cuna Mutual Group, Cuna Brokerage Services and Appomattox Wealth Mgmt. New has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Members Capital Advisors, Inc is a financial advisory company based in Madison, WI. The investment advisory business has a total of 62 people on staff. It manages $32 billion in assets across its 361 accounts, placing it among the largest investment advisory firms in the country by assets under management. Members Capital Advisors, Inc has a set of services, such as portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Members Capital Advisors, Inc likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Members Capital Advisors, Inc Brokerage Details
$32,032,395,000
62
361
$88,732,396
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Tracy New Work History
Tracy has been registered as a financial advisor for 1 years.*
Cuna Mutual Group
Cuna Brokerage Services
Securian Financial Services Inc
Virginia Asset Management
Tdameritrade
Lpl Financial LLC
Appomattox Wealth Mgmt
American Funds
*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 Tracy New 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 Members Capital Advisors, Inc
Madison, WI
Madison, WI
Madison, WI
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Lansing, MI
Madison, WI
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