Tracy Wayne Whited

Employer firm

Wealthtrak Advisors CRD 160057

$214M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → Present
  Wealthtrak Advisors, Llc
  Virginia Beach, VA
• 01/2012 → Present
  Wealthtrak Capital Management,Llc
  Virginia Beach, VA

Previous Registrations

• 2007-01-01 → 2012-03-29
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Chesapeake, VA
• 1993-02-08 → 2007-01-03
  Ffp Advisory Services Inc
  Chesapeake, VA

Other Businesses

1.)TRACY WHITED; INSURANCE; START DATE:6/1/2009. 2.) WEALTHTRAK CAPITAL MANAGEMENT;DBA PARTNER/IAR; REGISTERED INVESTMENT ADVISOR; START DATE 01/05/2012; 40 HRS. PER MONTH. 3.) WEALTHTRAK ADVISORS, LLC;SENIOR PARTNER; DBA; START DATE 01/15/2013; 160 HRS. PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-12-31
• S63 Uniform Securities Agent State Law Examination
  1990-02-06