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Robert Eugene Tucker

Reston Wealth Management

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About Robert Eugene Tucker

Robert Eugene Tucker is a financial advisor with Reston Wealth Management. Robert Tucker has been a registered financial advisor since 1987. Robert Eugene Tucker has experience in working with individuals, high-net-worth individuals, pension plans, and charitable organizations. Robert Eugene Tucker has worked for Reston Wealth Management since September 2009. Prior to that, Robert Eugene Tucker was with LPL FINANCIAL LLC. Robert Eugene Tucker is a Certified Financial Planner and a Chartered Financial Consultant. Robert Eugene Tucker offers a variety of financial services including financial planning, portfolio management, and selection of other advisors.

Firm Information

Robert Tucker is currently registered with Reston Wealth Management. Reston Wealth Management is a financial advisory firm based in RESTON, VA. They specialize in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages over $411 million in assets for 476 clients.
Reston Wealth Management

1984 ISAAC NEWTON SQUARE WEST

RESTON, VA 20190-5039

$411.75M

Assets Under Management

1

Total Clients

4

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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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Tucker’s Registration & Firm History

VA

10/15/2009 - Present

Reston Wealth Management (RESTON VA)

VA

06/07/1996 - 01/06/2017

LPL FINANCIAL LLC (RESTON VA)

NY

03/15/1996 - 06/20/1996

WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)

SC

06/23/1995 - 03/26/1996

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NJ

02/13/1987 - 06/28/1995

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 09/26/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2007

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/28/1997

Series 24 - General Securities Principal Examination

BC

Issued 04/24/1990

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 04/27/1995

Series 7 - General Securities Representative Examination

BC

Issued 01/09/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Eugene Tucker. Review regulatory record here.
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