Tucker Asset Management
At Tucker Asset Management (TAM), we always appreciate that we are dealing with people’s financial well-being. That’s why our goal is to create lasting relationships faithfully built on integrity and trust, where doing right by people is our guidepost. We lead by example and aim to set standards of excellence through every tool, training, and touchpoint. At TAM, we’re committed to building relationships that grow and transcend business. With God and integrity as our foundation, we grow one relationship at a time. Disclaimer: FOR FINANCIAL REPRESENTATIVE OR PROFESSIONAL USE ONLY Tucker Asset Management is an SEC registered investment advisor. Tucker Asset Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy. All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
51 to 200 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AR
Aaron Rabe
Vice President, Wealth Management · Finance & Accounting
EmailPhone - EH
Eileen Hopkins
Wealth Management Representative · Finance & Accounting
EmailPhone - TW
Tyler Westcott
Independent Financial Advisor · Finance & Accounting
EmailPhone - VA
Vikalp Agrawal
Investment Advisor Representative · Finance & Accounting
EmailPhone - CW
Chris Wharton
VP of Wealth Management · General Business & Management
EmailPhone - AT
Ashton Tucker
New Business Development · Sales & Business Development
EmailPhone - KT
Karlan Tucker
Chief Executive Officer · General Business & Management
EmailPhone
Showing 7 of 11 verified contacts
Top roles at Tucker Asset Management
10 distinct titles indexed · top 10 shown.
- 2vp of wealth management
- 1chief executive officer
- 1financial advisor
- 1independent financial advisor
- 1investment advisor representative
- 1new business development
- 1registered investment advisor representative
- 1service advisor representative
- 1vice president, wealth management
- 1wealth management representative
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