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Scott Robert Tucker

Cape Investment Advisory, Inc.

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About Scott Robert Tucker

Scott Robert Tucker is an investment advisor representative with Cape Investment Advisory, Inc. in Virginia Beach, Virginia. Scott Tucker has been in the securities industry since May 5, 2008. Scott Tucker is registered with the state of Virginia as an Investment Advisor Representative (IAR). Scott Tucker is also registered with the state of Georgia as an IAR. Scott Tucker has a Series 63 and Series 65 license, and he has passed the SIE and Series 6 exam. Scott Tucker is a published author who provides coaching to military service members on how to become entrepreneurs. Scott Tucker specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals. Scott Tucker is also a registered representative of InterVest International Equities Corporation.

Firm Information

Scott Tucker is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Scott Tucker’s Registration & Firm History

VA

07/09/2019 - Present

Cape Investment Advisory, Inc. (Virginia Beach VA)

CA

05/05/2008 - 05/09/2017

INTERVEST INTERNATIONAL EQUITIES CORPORATION (San Diego CA)

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Licenses & Designations

IA

Issued 09/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Robert Tucker.
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