TD
Tracy Davies
from Hamilton Point Investment Advisors, LLC
Tracy Davies is a financial advisor based in North Carolina, Chapel Hill,
with 17 years of experience. Tracy currently works for
Hamilton Point Investment Advisors, LLC.
Tracy maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Tracy Davies works at Hamilton Point Investment Advisors, LLC
Hamilton Point Investment Advisors, LLC is a financial advisory firm based in Chapel Hill, North Carolina. It currently has approximately $793,114,816 of assets under management and employs about 9 people. Hamilton Point Investment Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
100 Europa Drive, Suite 425, Chapel Hill, North Carolina, 27517
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