LPL Financial Tracy Chan

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In February 2021, Tracy Chan launched his investment firm in Pasadena, California. Tracy became an independent financial advisor with LPL Financial. He immediately found himself with 70 accounts. 30 individual and 40 retirement plan accounts were so impressed by the work heâ??d done for them and they were happy to follow him so they could continue to benefit from Tracyâ??s more than 20 years of investment and financial experience. Tracy specializes in wealth management for business owners, high-net-worth individuals and company-sponsored retirement plans.