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Home > Financial Planner Directory > North Carolina > Southern Pines > Tracey L. McInnis, CPA/PFS, CFP®
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Tracey L. McInnis, CPA/PFS, CFP®

LPL Financial

780 NW Broad Street
Suite 510
Southern Pines, NC 28387
Phone: (910) 684-4460
Fax: (866) 867-2308

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.