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Robert Taylor Tucker

Sycamore Financial Advisors, Inc.

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About Robert Taylor Tucker

Robert Taylor Tucker is an Investment Adviser Representative with Sycamore Financial Advisors, Inc. and has been in the industry since 1997. Robert Taylor Tucker is registered with FINRA and is licensed in the state of Tennessee. Robert Taylor Tucker's current firm, Sycamore Financial Advisors, Inc. is based in Jackson, TN. The firm has 4 Investment Adviser Representatives and 3 licensed agents. Sycamore Financial Advisors, Inc. manages approximately $88 million in assets.

Firm Information

Robert Tucker is currently registered with Sycamore Financial Advisors, Inc.. Sycamore Financial Advisors, Inc. is a registered investment advisor with approximately $88.2 million in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have a team of 3 licensed agents and 4 investment advisor representatives.

$88.25M

Assets Under Management

200

Total Clients

5

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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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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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

TN

12/09/2005 - Present

Sycamore Financial Advisors, Inc. (JACKSON TN)

FL

01/27/1999 - 11/13/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MN

09/09/1997 - 09/11/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/09/1997 - 09/11/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

05/28/1997 - 09/25/1997

DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)

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Licenses & Designations

IA

Issued 12/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Taylor Tucker.
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