Tracy
Van Horn
Usi Advisors
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About this Advisor
Tracy Van Horn is a financial advisor working out of Seattle, Washington, who has 6 years of industry experience. Van Horn is an employee of Usi Advisors. Throughout their career, Van Horn has worked at Usi Advisors, Inc and Kibble & Prentice Holding Company. Van Horn has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. Usi Advisors is a financial advisory business that has its headquarters in Glastonbury, CT. The company has offices in 12 locations and a total of 69 advisors. It has $32 billion in assets between its 1,210 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 73 charities and foundations. The company offers a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees depend on the financial services. However, fees charged by Usi Advisors may include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usi Advisors Brokerage Details
$32,076,079,040
69
1,210
$26,509,156
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Tracy Van Horn Work History
Tracy has been registered as a financial advisor for 6 years.*
Usi Advisors, Inc
Kibble & Prentice Holding Company
*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 Van Horn 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 Usi Advisors
Glastonbury, CT
Glastonbury, CT
Cincinnati, OH
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
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