Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Leonard is an investment advisor representative with Tucker Asset Management LLC. Jeffrey has been in the industry since 2002 and holds the Series 65 license. Jeffrey has experience providing financial planning and portfolio management services to individuals and high-net-worth individuals. Jeffrey is also registered as an Investment Advisor Representative in Nevada. Jeffrey is also associated with American Benefits and Management Group. Jeffrey specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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
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NV
11/30/2016 - Present
Tucker Asset Management LLC (Las Vegas NV)
IA
Issued 06/10/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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