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Reagan Edwin Tucker

Charles Schwab & CO., Inc.

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About Reagan Edwin Tucker

Reagan Edwin Tucker is a financial advisor registered with Charles Schwab & CO., Inc. in Westlake, Texas. Reagan has been a registered representative in the securities industry since February 2010. Prior to joining Charles Schwab & CO., Inc. Reagan worked at First Command Brokerage Services, Inc., TD Ameritrade, Inc., Scottrade, Inc., and Wells Fargo Advisors, LLC. Reagan has a Series 63 and Series 66 license and also holds a Series 7 license. Reagan is registered with the state of Texas as an investment advisor representative.

Firm Information

Reagan Tucker is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Reagan Tucker’s Registration & Firm History

TX

09/03/2021 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

02/12/2020 - 07/13/2021

FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)

TX

02/26/2018 - 09/11/2019

TD AMERITRADE, INC. (DALLAS TX)

TX

04/09/2014 - 02/26/2018

SCOTTRADE, INC. (FORT WORTH TX)

TX

03/25/2013 - 08/19/2013

WELLS FARGO ADVISORS, LLC (FORT WORTH TX)

TX

02/15/2010 - 03/20/2013

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 04/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Reagan Edwin Tucker. Review regulatory record here.
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