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Fred Ray McEwen

Tucker Asset Management LLC

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About Fred Ray McEwen

Fred McEwen is a financial advisor with Tucker Asset Management LLC. Fred has been in the industry for over 20 years and holds the Series 63, 66 and 7 licenses. Fred specializes in working with individual investors and providing financial planning and investment management services. Fred has previously worked at several well-known financial firms including Prudential, Waddell & Reed, and Valic Financial Advisors. Fred is a Deacon at Zion Hill Missionary Baptist Church and a driver for Uber.

Firm Information

Fred McEwen 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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Fred McEwen’s Registration & Firm History

IL

07/30/2019 - Present

Tucker Asset Management LLC (Naperville IL)

IL

09/25/2017 - 08/03/2018

PRUCO SECURITIES, LLC. (FRANKFORT IL)

IL

09/23/2016 - 08/21/2017

WADDELL & REED (OAK BROOK IL)

IL

01/16/2013 - 09/22/2016

VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)

IL

11/13/2008 - 01/31/2013

METLIFE SECURITIES INC. (ORLAND PARK IL)

IL

10/20/2004 - 11/14/2008

FARMERS FINANCIAL SOLUTIONS, LLC (HOMEWOOD IL)

IL

10/18/2002 - 10/09/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MI

04/24/2002 - 10/14/2002

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

NJ

05/19/2000 - 02/12/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NA

11/12/1990 - 12/31/1991

WADDELL & REED, INC.

NA

08/23/1988 - 01/24/1989

PRUCO SECURITIES CORPORATION

NA

08/23/1988 - 01/24/1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NA

09/02/1987 - 06/18/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BOTH

Issued 05/31/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fred Ray McEwen.
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