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Joseph E
Series 63, Series 65
St. George, UT
Tucker Asset Management LLC
Joseph Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Tucker Asset Management since 2018 and also operates Elison Financial Group, which sells life and fixed annuity insurance policies. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macroeconomic asset allocation process and offers a range of investment strategies including alternative investments and direct indexing.
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