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Tracy Lavern Nixon

Investment adviser representative at Tekmen Wells LLC
37 yearsExperience
1 stateRegistered in
$92.4MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

37 years in the industry.

  1. Tekmen Wells LLCDec 2021 to now
  2. Goldman, Sachs & Co.Jul 1989 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NY).

Tekmen Wells LLC

$92.4MAssets managed
23Clients
2Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2012775
Firm CRD
168431
Advisor's SEC record (opens in a new tab)
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