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Pamela Tucker

Advisor at Edward Jones — Kimberling City, MO

Updated today

Credentials

Series 63, Series 66

Experience

30 years

Location

Kimberling City, MO

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Pamela Tucker is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at George K Baum & Company for 23 years, followed by Fidelity Investments for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and services supported by a large network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Kimberling City, MO

Kimberling City MO

Advisors at this office

2

Most active in

Missouri · Texas

Work history

30 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Fidelity Investments

2020 - 2023 • 3 years

Greenwood Village, CO

UNEMPLOYED

2019 - 2020 • 1 year

Commerce City, CO

George K Baum & Company

1996 - 2019 • 23 years

Denver, CO

Disclosures

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

Business activities & affiliations

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David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning
user avatar

John F

Series 63, Series 65

Shell Knob, MO

Independent Financial Group, LLC

John Franklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has held positions at multiple firms including Clearwater Wealth Management and Principal Life Insurance Company. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party model portfolios and operates as both a registered investment adviser and an active broker-dealer.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Robbins Financial LLC and Charles Schwab. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a Series 66-licensed financial advisor with LPL Enterprise and has two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Robbins is a silent partner in a local pizza business and has been active as a speaker for seminars and workshops since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with insurance and other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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