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David Wayne Campbell

Tucker Asset Management LLC

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About David Wayne Campbell

David Campbell is a financial advisor with Tucker Asset Management LLC, a firm with offices in Littleton, CO and Bossier City, LA. David has been in the industry for several years. David has Series 6TO and SIE securities licenses and a Series 65 Investment Advisor license. David's specializations include Investment Advisory Services, Financial Planning and Selection of Other Advisors. David also has a background in insurance and banking, with a current role as Relationship Banker/Insurance Agent at Gibsland Bank & Trust Financial Services Inc. in Bossier City, LA.

Firm Information

David Campbell 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 Campbell’s Registration & Firm History

CO

01/22/2024 - Present

Tucker Asset Management LLC (LITTLETON CO)

LA

08/17/2022 - 10/28/2023

J.P. MORGAN SECURITIES LLC (SHREVEPORT LA)

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Licenses & Designations

IA

Issued 12/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/17/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Wayne Campbell.
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