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Edgar T
Series 63, Series 66
Winter Haven, FL
Tucker Asset Management LLC
Edgar Thomas is a financial advisor at Tucker Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Alternativ Wealth and Claraphi Advisory Network. In addition to his advisory role, he serves as president and CEO of Thomas Advisory Services, Inc., where he assists senior citizens with legal, tax, and healthcare document preparation. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through integration with the CAIS platform.
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