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Glen Arthur Mcgaha

Advisor at Tucker Asset Management LLC — Apollo Beach, FL

Updated today

Credentials

Series 65

Experience

9 years

Location

Apollo Beach, FL 33572

Tucker Asset Management LLC logo

Tucker Asset Management LLC

Multi-team

Total advisors

58

Across 52 offices

Clients per advisor

51 Typical

Avg AUM per client

$180,666 Very Low

HNW client ratio

1% Very Low

About

Glen Mcgaha is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2016. In addition, he has over 20 years of experience at Bayside Insurance. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Client services

Based on Tucker Asset Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Tucker Asset Management LLC

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Tucker Asset Management LLC

Founder/Business Owner Executive

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Fee options

Percentage

Up to 2.00% annually

Project-based

Location

See office

Apollo Beach, FL

100 Frandorson Circle, Suite 101

Apollo Beach FL 33572

Advisors at this office

1

Most active in

Florida

Work history

9 years of industry experience

Tucker Asset Management LLC

2016 - Present • 10 years

Littleton, CO

Bayside Insurance

2006 - Present • 20 years

Apollo Beach, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jacob W

Series 66

Saint Petersburg, FL

Wyand Wealth LLC

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Income planning Cash flow / budgeting Home buying
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Joseph S

CFP®, Series 63, Series 65

St Petersburg, FL

IQ Retirement Portfolios LLC

Joseph Signorella is a CFP® with 23 years of industry experience and is the principal of IQ Retirement Portfolios LLC. He has operated JS Financial Capital Management, Inc. since 1996. He also owns and serves as president of an insurance consulting company and is a licensed insurance agent in multiple states. IQ Retirement Portfolios LLC provides advisory services to retail clients through an online wrap-fee program supplemented by non-discretionary consultations and planning engagements. The firm uses proprietary algorithms to manage portfolios composed of low-cost ETFs, annuities, and cash, and offers guaranteed-income annuity solutions alongside its automated and human advisory services.

Annuities
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Nicholas B

Series 65

Tampa, FL

AURE Investments

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Tax-loss harvesting
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Jefferson C

Series 63, Series 65

St Petersburg, FL

Jefferson Financial Planning LLC

Jefferson Christal is a financial advisor at Jefferson Financial Planning LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fisher Investments and Charles Schwab & Co., Inc., as well as service in the United States Air Force. Jefferson Financial Planning LLC offers financial planning services to individuals and high-net-worth clients, focusing on investment planning, retirement, tax, life insurance, college savings, and debt management. The firm emphasizes a long-term investment approach based on fundamental analysis and modern portfolio theory, with strategies that include equities via ETFs and fixed income, while clients retain custody of their assets.

Options & derivatives strategies College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management General retirement planning
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