Unclaimed
Allan Tucker is a registered investment advisor representative with Stephens. Allan has been in the financial industry since 1977, with a focus on providing clients with personalized investment advice and portfolio management services. Allan is dedicated to helping clients achieve their financial goals through a comprehensive approach.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
04/16/2014 - Present
Stephens (LITTLE ROCK AR)
AR
12/06/1989 - 12/20/1996
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
NA
08/01/1988 - 10/24/1988
BOWMAN & COMPANY INCORPORATED
NA
02/10/1976 - 08/30/1988
POWELL & SATTERFIELD, INC.
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Allan Tucker is the right advisor for you? Invested Better is here to help.