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Alexandria Bethany Tucker

Solidarity Wealth, LLC

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About Alexandria Bethany Tucker

Alexandria Bethany Tucker is a Registered Investment Advisor, licensed in Utah. Alexandria holds the Series 66, Series 7TO, and SIE licenses and is a member of Solidarity Wealth, LLC. Alexandria has been working in the financial services industry since 2021. Alexandria has experience working at JP Morgan Securities LLC and Drive Wealth Advisors and has extensive experience in the financial services industry.

Firm Information

Alexandria Tucker is currently registered with Solidarity Wealth, LLC. Solidarity Wealth, LLC is an investment advisor based in Lehi, UT. They have 9 investment advisor representatives and 4 licensed agents. The firm advises high-net-worth individuals and individuals other than high-net-worth, managing $627,846,624 in regulatory assets under management. Their services include financial planning and portfolio management for individuals.
Solidarity Wealth, LLC

3600 N OUTLET PARKWAY

LEHI, UT 84043

$627.85M

Assets Under Management

Not reported

Total Clients

8

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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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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Alexandria Tucker’s Registration & Firm History

UT

01/08/2024 - Present

Solidarity Wealth, LLC (LEHI UT)

CA

07/16/2021 - 06/16/2022

J.P. MORGAN SECURITIES LLC (Irvine CA)

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Licenses & Designations

BOTH

Issued 07/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandria Bethany Tucker.
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