Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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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)
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
Active
Inactive
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