Tucker Financial Group

Tucker Financial Group (CRD# 298292) is a financial advisory firm headquartered in Montgomery, AL. They manage $217,830,660 in 4,268 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
254 Winton Blount Loop, Montgomery, AL 36117
https://www.tuckerfinancial.net
By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    4,268
    ACCOUNTS
  • Average Account Value
    $51,038
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, TN, TX

Financial Advisors at Tucker Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Douglas Tucker, financial advisor Montgomery AL
Douglas R. Tucker
CRD#: 1428708
254 Winton Blount Loop, Montgomery, AL 36117

Douglas Tucker (CRD# 1428708) is an Investment Advisor Representative working at Tucker Financial Group in Montgomery, AL and has over 38 years of experience in the finance industry.

2
Benjamin Auman, financial advisor Montgomery AL
Benjamin L. Auman
CRD#: 6977257
254 Winton Blount Loop, Montgomery, AL 36117

Benjamin Auman (CRD# 6977257) is an Investment Advisor Representative working at Tucker Financial Group in Montgomery, AL and has over 2 years of experience in the finance industry.

3
Daniel Dean, financial advisor Montgomery AL
Daniel M. Dean
CRD#: 7283643
254 Winton Blount Loop, Montgomery, AL 36117

Daniel Dean (CRD# 7283643) is an Investment Advisor Representative working at Tucker Financial Group in Montgomery, AL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals