Traci Vaught
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Lake Havasu City, AZ 86403
Credentials
Series 66
Industry experience
7 years
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2018 - Present (8 years)
TMX Finance
2018 - 2018 (1 year)
TMX Finance
2017 - 2018 (1 year)
TMX Finance
2016 - 2017 (1 year)
TMX Finance
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Marianne N
CFP®
Lake Havasu City, AZ
Imagine Financial Services
FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMEN From one woman to another, I understand the unique challenges you face in having an empowered relationship with your money. I am here to help you navigate your finances, no matter what your stage of life. I CAN’T WAIT TO MEET YOU! Please schedule a complimentary, no-obligation first appointment. This gives us the chance to chat, get to know one another, and determine if my services are going to be a good fit for you You can reach me directly with an email to mnolte@imaginefinancialservices.com, give me a call at (760) 472-5155, or tap that big blue button to the left that reads "Contact Marianne Nolte". Best regards, Marianne M Nolte, CFP® Imagine Financial Services www.imaginefinancialservices.com Read Marianne's blog posts here: https://www.imaginefinancialservices.com/blog
Brandon W
Series 66
Lake Havasu City, AZ
Edward Jones
Scott H
Series 66
Lake Havasu City, AZ
Edward Jones
Laura P
CFP®, Series 63, Series 66
Lake Havasu City, AZ
Edward Jones
David C
Series 66
Lake Havasu City, AZ
Edward Jones
Rick J
Series 63, Series 65
Lake Havasu City, AZ
Trek Financial
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