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Tracie Lee Evans

MADRONA FINANCIAL SERVICES, LLC·EVERETT, Washington
Unclaimed Profile
2911 BOND STREET, SUITE 200, EVERETT, WA 98201CRD# 4884437Firm CRD# 115753
01

About

Tracie Lee Evans is a registered financial advisor based in EVERETT, Washington, affiliated with MADRONA FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MADRONA FINANCIAL SERVICES, LLC
MADRONA FINANCIAL SERVICES, LLC
AUM
$393M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MADRONA FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4884437
Firm CRD# 115753
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracie Lee Evans offer?
Tracie Lee Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.
What are Tracie Lee Evans's credentials?
Tracie Lee Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracie Lee Evans located?
Tracie Lee Evans is based in EVERETT, Washington, working with MADRONA FINANCIAL SERVICES, LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.
How does Tracie Lee Evans charge for services?
Tracie Lee Evans's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MADRONA FINANCIAL SERVICES, LLC?
MADRONA FINANCIAL SERVICES, LLC has approximately 21 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EVERETT
Howard Alexander Morin — HELIUM ADVISORS LLCRustin Jj Feldman — HELIUM ADVISORS LLCRobert Watson Bauer — MADRONA FUNDS, LLCKristi Rae Henderson — MADRONA FINANCIAL SERVICES, LLCBrian Kelly Evans — MADRONA FINANCIAL SERVICES, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
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