TrueAdvisor
TrueAdvisor
JT
JT

Joe Barrow Tracy

The Fiduciary Alliance
13 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
The Fiduciary Alliance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

Location

St. Simons, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Fiduciary Alliance
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Bison Wealth, LLC
February 2014 - August 2024 · 10 yrs 6 mos
Citigroup Global Markets INC.
September 2004 - December 2005 · 1 yr 3 mos
State Registrations2 states
GANC
Advisor
Exams
No exam information available for this advisor.