Traci Allysan Carrion
Investment adviser representative at Advice and Planning Services
12 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCMar 2026 to now
- TIAAMar 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Mar 2026
- U.S. Bancorp Investments, Inc.Jul 2025 to Feb 2026
- TIAAOct 2022 to Jul 2025
- TIAA-CREF Individual & Institutional Services, LLCOct 2022 to Jul 2025
- Raymond James & Associates, Inc.Nov 2019 to Oct 2022
- Allstate Financial Advisors, LLCNov 2018 to Aug 2019
- Allstate Financial Services, LLCNov 2018 to Aug 2019
- Allstate Insurance CompanyNov 2018 to Aug 2019
- UnemployedJan 2018 to Nov 2018
- Morgan StanleyApr 2014 to Jan 2018
- Morgan Stanley Smith Barney LLCApr 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (UT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 2845981
- Firm CRD
- 20472