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George Steve Magas

Tucker Asset Management LLC

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About George Steve Magas

George Magas is a registered Investment Advisor Representative with Tucker Asset Management LLC in Littleton, Colorado. George is also registered as an Investment Advisor Representative in Maryland. George has been in the financial services industry for over 24 years and holds the Series 6 and Series 65 licenses. Prior to joining Tucker Asset Management LLC, George was employed by ING Financial Partners, Inc., Sagepoint Financial, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, and H.D. Vest Investment Services. George specializes in providing financial planning services and managing portfolios for individuals and businesses. George is also an Independent Insurance Agent and owner of George S Magas CPA PC.

Firm Information

George Magas 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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George Magas’s Registration & Firm History

CO

10/23/2023 - Present

Tucker Asset Management LLC (LITTLETON CO)

MD

08/03/2009 - 10/09/2012

ING FINANCIAL PARTNERS, INC. (DAMASCUS MD)

MD

10/31/2008 - 06/18/2009

SAGEPOINT FINANCIAL, INC. (DAMASCUS MD)

MD

10/01/2002 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (DAMASCUS MD)

TX

04/29/2002 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

TX

07/13/1999 - 12/11/2001

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

IA

Issued 10/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Steve Magas.
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