Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zamora is a financial advisor with Tucker Asset Management LLC in Littleton, Colorado. David is also registered as an Investment Advisor Representative in Texas. David specializes in providing financial planning and portfolio management for individuals and businesses. David has been in the financial industry since 2000 and has a strong background in both accounting and insurance. David is committed to helping clients achieve their financial goals.
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
03/01/2024 - Present
Tucker Asset Management LLC (LITTLETON CO)
TX
07/28/2000 - 03/05/2008
PLANMEMBER SECURITIES CORPORATION (CEDAR PARK TX)
IA
Issued 07/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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