TRACIE LYNNE SOUTHERLAND is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with OPES WEALTH MANAGEMENT, LLC, EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2026-06-29 | present | Yes |
| OPES WEALTH MANAGEMENT, LLC | 2018-12-21 | present | Yes |
| OPES ADVISORS, INC. | 2005-11-24 | 2017-06-08 | — |