Tracy Marie Williams
Investment adviser representative at Integrated Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$254.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Integrated Wealth Management, Inc.Aug 2017 to now
- YmcaMar 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Integrated Wealth Management, Inc.
$254.1MAssets managed
530Clients
7Advisers
2 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
- 7992919
- Firm CRD
- 141092