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Tracy M

Series 63, Series 65

Delray Beach, FL

LPL Enterprise

Tracy Martin is a financial advisor with LPL Enterprise in Delray Beach, FL, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1983 and was associated with Pruco Securities, LLC. Outside of his advisory role, Martin owns and operates insurance businesses focused on property and casualty coverage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers additional services including financial planning, insurance product facilitation, and affiliated trust custody.

Tax-loss harvesting
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