Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Tucker is a financial advisor with LPL Financial LLC. Alan has been in the financial industry since 1974 and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Alan holds a variety of licenses and certifications, including Series 7, Series 6, Series 63, and Series 24. Alan is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). In addition to his work at LPL Financial LLC, Alan also provides non-variable insurance services through Tucker Wealth Management, LLC, and the Hunken Agency.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/26/2004 - Present
LPL Financial LLC (HOFFMAN ESTATES IL)
CT
06/24/1982 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
04/03/1974 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
05/02/1983 - 10/24/1985
PPS SECURITIES CORP.
BC
Issued 07/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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