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Glen Kavanagh

Tucker Asset Management LLC

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About Glen Kavanagh

Glen Kavanagh is an investment advisor representative with Tucker Asset Management LLC. Glen has been in the industry since 2014 and has held previous roles with NYLIFE Securities LLC, Verity Investments, Inc., and Fidelity Brokerage Services LLC. Glen has passed the Series 66, Series 63, Series 7TO, and SIE exams. Glen's primary registration is in Utah. Glen specializes in providing financial planning, portfolio management, and selection of other advisors for both individuals and businesses. Glen also has experience in insurance brokerage and non-investment related business.

Firm Information

Glen Kavanagh 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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Glen Kavanagh’s Registration & Firm History

UT

01/24/2024 - Present

Tucker Asset Management LLC (Lehi UT)

UT

01/04/2023 - 07/14/2023

NYLIFE SECURITIES LLC (SANDY UT)

NC

05/26/2022 - 09/28/2022

VERITY INVESTMENTS, INC. (DURHAM NC)

UT

02/22/2021 - 04/16/2021

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 05/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glen Kavanagh.
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