Tracey L. McInnis,  CFP<sup>&reg;</sup> - Financial Advisor

Tracey L. McInnis, CFP®

CPA/PFS,

LPL Financial

780 NW Broad Street, Suite 510
Southern Pines, NC 28387
FINANCIAL ADVISOR'S WEBSITE
(910) 684-4460 CONNECT WITH Tracey
  • linkedin link

General

Tracey McInnis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Southern Pines, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Helpful Financial Planning Resources