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Alexander Paul Tuckman

Wealth Management Partners OF LOS Angeles

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About Alexander Paul Tuckman

Alexander Tuckman is a financial professional with over 6 years of experience in the financial services industry. Alexander currently works at Wealth Management Partners of Los Angeles, where he specializes in providing financial advice and investment management services to individuals. Alexander is a Chartered Financial Consultant and holds the Series 63 and Series 65 licenses. Alexander's background includes experience with various financial firms, including Providence Financial and Insurance Services, Inc., Searchlight Financial, and ABT. He has also managed his own real estate properties. Alexander is committed to providing clients with personalized financial advice and investment strategies to help them achieve their financial goals.

Firm Information

Alexander Tuckman is currently registered with Wealth Management Partners OF LOS Angeles. Wealth Management Partners OF LOS Angeles is a financial advisor that specializes in providing financial planning and portfolio management services to individuals. They manage approximately $9.7 million in regulatory assets under management. Their services include selection of other advisors and portfolio management for individuals.

$9.72M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Tuckman’s Registration & Firm History

CA

12/20/2019 - Present

Wealth Management Partners OF LOS Angeles (ENCINO CA)

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Licenses & Designations

IA

Issued 03/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2017

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Paul Tuckman.
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