Tracey Anne Labrecque
Investment adviser representative at Planning Alternatives Ltd
30 yearsExperience
1 stateRegistered in
$1.5BFirm assets
43 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
30 years in the industry.
- Planning Alternatives LtdApr 2022 to now
- UnemployedJun 2021 to Apr 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2021
- Fidelity Brokerage Services, Inc.Sep 1996 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Planning Alternatives Ltd
$1.5BAssets managed
693Clients
10Advisers
43 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
- 2799326
- Firm CRD
- 110268