Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Gibsland, LA 71028
Tucker Asset Management LLC
Multi-team
Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. 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 employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.
Based on Tucker Asset Management LLC
Based on Tucker Asset Management LLC
Up to 2.00% annually
Gibsland, LA
2484 Main Street, P.O. Box 555
Gibsland LA 71028
Advisors at this office
1
Louisiana · Texas
25 years of industry experience
Tucker Asset Management LLC
2019 - Present • 7 years
Littleton, CO
LPL Financial
2017 - 2019 • 2 years
Gibsland, LA
Investment Centers of America, Inc.
2017 - 2017 • 1 year
Gibsland, LA
GBT Financial Services, Inc.
2004 - Present • 22 years
Gibsland, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
John Cristler IV is a financial advisor at Meriwether Wealth & Planning, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group. Prior to his financial career, he spent four years at Louisiana Tech University and four years at North Desoto High School. Meriwether Wealth & Planning LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing a combination of direct management, outside managers, and passive investment vehicles.
Series 65
Minden, LA
Meriwether Wealth & Planning, LLC
Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with five years of industry experience. Prior to joining Meriwether Wealth & Planning, Campbell worked at b1BANK for seven years. Outside of financial advising, Campbell is the owner of TLC Self Storage LLC and is a vendor at two local antique malls. Meriwether Wealth & Planning LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and various organizations. The firm creates customized investment strategies based on client objectives and risk tolerance, utilizing a combination of direct management, third-party managers, and passive investment vehicles.
CFP®
Minden, LA
Meriwether Wealth & Planning, LLC
Mark Green is a CFP® professional with four years of experience at Meriwether Wealth & Planning, LLC. Prior to entering the financial advisory field, he worked in physical therapy for six years. Meriwether Wealth & Planning LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing a combination of direct management, third-party research, and outside managers to manage diversified portfolios.
Series 65
Arcadia, LA
Tucker Asset Management LLC
Scott Canady is a Series 65-licensed advisor at Tucker Asset Management LLC with one year of industry experience. Before joining Tucker Asset Management, he worked at GBT Financial Services, Inc. and Gibsland Bank & Trust. He also served on the Bienville Parish School Board for nine years. 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 incorporates a range of strategies including growth, fixed income, direct indexing, and alternative investments.
Series 66
Simsboro, LA
Transamerica Retirement Advisors, LLC
Shane Dooley is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works with Transamerica Retirement Advisors, LLC and previously spent ten years at LPL Financial. Outside of his advisory role, he maintains a small personal enterprise selling excess eggs from his chickens to acquaintances. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing programs focused on asset allocation, contribution rate, and retirement age guidance. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to deliver both managed and non-discretionary advisory services.
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