A complete list of active advisors currently associated with Tucker Financial Group

Warmer can help you find a great advisor at Tucker Financial Group or one who fits your needs even better.

Tucker Financial Group provides discretionary and non‑discretionary investment advisory and portfolio management services, along with financial planning and retirement‑planning consulting, to individuals, small businesses, pension and profit‑sharing plans, and charitable organizations. The firm advises on asset allocation among cash, stocks, mutual funds, bonds and annuities and tailors written investment strategies to clients’ objectives and stated restrictions. The firm applies a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading, and it monitors accounts on a continuous basis with formal reviews at least quarterly. Clients receive custodial statements and may be provided quarterly performance reports; the firm also assists clients in evaluating wrap fee programs when appropriate. Notable distinctions include the firm’s use of promoter/endorsement arrangements—most prominently participation in a lead‑generation advertising program for investing professionals and payment of flat membership and advertising fees—alongside formal promoter referral agreements. The firm also acts as a wrap fee program sponsor, discloses that its principal is a licensed insurance agent who may offer commissionable insurance products, and services an unusually large client base (approximately 2,429 clients served by three advisors), a client‑to‑advisor ratio that is higher than typical for similar firms.

To learn more about the advisors currently working at Tucker Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.