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Kimberly Anne Tucker

Stephens Investment Management Group, LLC

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About Kimberly Anne Tucker

Kimberly Anne Tucker is an Investment Adviser Representative associated with Stephens Investment Management Group, LLC. Kimberly is registered with the state of Texas. Kimberly has been in the industry since October 2014 and is active in the industry. Kimberly is currently working at the Houston, TX branch office of Stephens Investment Management Group, LLC. Kimberly Anne Tucker has passed the Uniform Investment Adviser Law Examination.

Firm Information

Kimberly Tucker is currently registered with Stephens Investment Management Group, LLC. Stephens Investment Management Group, LLC is a registered investment advisor based in LITTLE ROCK, AR with $7.5 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios to other advisors for use in their advisory services.
Stephens Investment Management Group, LLC

111 CENTER STREET

LITTLE ROCK, AR 72201

$7.46B

Assets Under Management

Not reported

Total Clients

10

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides its model portfolios as recommended strategy models to other advisers for use in their advisory services.

Registrant provides its model portfolios as recommended strategy models to other advisers for use in their advisory services.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kimberly Tucker’s Registration & Firm History

TX

06/29/2023 - Present

Stephens Investment Management Group, LLC (Houston TX)

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Licenses & Designations

IA

Issued 06/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Anne Tucker.
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