Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anton is a financial professional with over 30 years of experience in the financial services industry. David is currently registered as an Investment Advisor Representative with Tucker Asset Management LLC. David is active in the state of Pennsylvania. David holds the Series 63, 65, and SIE licenses. David’s areas of expertise include financial planning and portfolio management for individuals. David is also a licensed life insurance agent.
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
PA
02/03/2020 - Present
Tucker Asset Management LLC (FOMBELL PA)
PA
08/03/2012 - 12/31/2019
CROWN CAPITAL SECURITIES, L.P. (FOMBELL PA)
FL
02/01/2011 - 06/22/2012
BROOKSTONE SECURITIES, INC. (LAKELAND FL)
PA
05/18/2000 - 03/12/2010
MML INVESTORS SERVICES, INC. (FOMBELL PA)
NY
12/01/1998 - 04/10/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
12/13/1993 - 12/15/1995
MANEQUITY, INC. (BOSTON MA)
NY
03/22/1993 - 03/06/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
04/01/1992 - 04/14/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
12/14/1983 - 02/19/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
12/14/1983 - 02/16/1984
PRUCO SECURITIES CORPORATION
IA
Issued 11/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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