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David Lee West

Tucker Asset Management LLC

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About David Lee West

David Lee West is a financial advisor and investment advisor representative. David has been in the securities industry since 2006. David is currently registered with Tucker Asset Management LLC. David has previously worked with ONEAMERICA SECURITIES, INC., SECURIAN FINANCIAL SERVICES, INC., FIRST ALLIED SECURITIES, INC. and GREENBOOK SECURITIES, INC. David has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the General Securities Representative Examination. David is a Chartered Financial Consultant. David also owns and operates West Capital Advisors, Inc. an insurance agency, based in Orem, UT.

Firm Information

David West is currently registered with Tucker Asset Management LLC. Tucker Asset Management LLC is a registered investment advisor based in Littleton, Colorado. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. With 78 licensed agents and a focus on client relationships, Tucker Asset Management has over $476 million in regulatory assets under management.
Tucker Asset Management LLC

1520 WEST CANAL COURT

LITTLETON, CO 80120

$476.48M

Assets Under Management

Not reported

Total Clients

69

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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percentage of assets

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

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other

Shares in fees paid to third party investment advisers

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David West’s Registration & Firm History

UT

12/17/2020 - Present

Tucker Asset Management LLC (Orem UT)

UT

04/30/2012 - 07/25/2012

ONEAMERICA SECURITIES, INC. (SALT LAKE CITY UT)

UT

10/25/2007 - 02/12/2010

SECURIAN FINANCIAL SERVICES, INC. (OREM UT)

UT

11/15/2006 - 10/12/2007

FIRST ALLIED SECURITIES, INC. (OREM UT)

CA

08/29/2006 - 01/29/2007

GREENBOOK SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 10/10/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Lee West. Review regulatory record here.
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