Unclaimed
Christopher Wharton is an investment advisor representative at Tucker Asset Management LLC based in Littleton, CO. Christopher is registered with the state of Colorado. Christopher holds the Series 65 and SIE licenses. Christopher has been in the industry since 2013, and has previous experience at Retirement Matters, and School Outfitters. Christopher is also licensed to sell insurance products in Colorado, but not actively selling.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
1
2
CO
03/18/2021 - Present
Tucker Asset Management LLC (LITTLETON CO)
IA
Issued 02/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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