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Christopher Joseph Tucker

Legacy Wealth Advisors, Inc.

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About Christopher Joseph Tucker

Christopher Tucker is an investment advisor representative at Legacy Wealth Advisors, Inc. Christopher has been in the industry since June 2013. Christopher has a Series 65 license and is registered with the state of Texas. Christopher specializes in portfolio management for businesses and individuals, as well as financial planning.

Firm Information

Christopher Tucker is currently registered with Legacy Wealth Advisors, Inc.. Legacy Wealth Advisors, Inc. is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals and businesses. The firm manages approximately $44.61 million in assets for 299 clients.

$44.61M

Assets Under Management

Not reported

Total Clients

3

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Christopher Tucker’s Registration & Firm History

TX

09/27/2021 - Present

Legacy Wealth Advisors, Inc. (WAXAHACHIE TX)

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Licenses & Designations

IA

Issued 10/29/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Joseph Tucker.
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