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Douglas John McKay

Tucker Asset Management LLC

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About Douglas John McKay

Douglas McKay is an investment advisor representative with Tucker Asset Management LLC. Douglas has been in the industry for over 20 years and has experience in various areas of financial services, including investment advisory, annuity and insurance sales. Douglas also has experience in portfolio management for individuals and businesses. Douglas is registered with the state of California.

Firm Information

Douglas McKay 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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Douglas McKay’s Registration & Firm History

CA

01/01/2025 - Present

Tucker Asset Management LLC (Solana Beach CA)

WA

04/07/2003 - 02/24/2004

GREAT NORTHERN FINANCIAL SECURITIES, INC. (SPOKANE VALLEY WA)

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Licenses & Designations

IA

Issued 08/06/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1998

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Douglas John McKay. Review regulatory record here.
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