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Tucker Aaron Dunn

Armstrong Dixon

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About Tucker Aaron Dunn

Tucker Dunn is a financial advisor with Armstrong Dixon. Tucker has been working in the financial industry since 2013. Tucker is licensed in Maryland and has a Series 65 license. Tucker has been registered with LPL Financial LLC since 2024. Tucker is a Certified Financial Planner and provides financial planning services to individuals, corporations and other businesses. Tucker also provides portfolio management services to high-net-worth individuals. Tucker's firm, Armstrong Dixon, has offices in Baltimore, MD.

Firm Information

Tucker Dunn is currently registered with Armstrong Dixon. Armstrong Dixon is an investment advisor headquartered in BALTIMORE, MD. They manage approximately $312 million in assets for 876 clients, primarily high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. They offer financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services. The firm has 5 licensed agents and 6 investment advisor representatives.
Armstrong Dixon

1500 SULGRAVE AVE

BALTIMORE, MD 21209

$312.07M

Assets Under Management

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Tucker Dunn’s Registration & Firm History

MD

11/15/2024 - Present

Armstrong Dixon (BALTIMORE MD)

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Licenses & Designations

IA

Issued 03/15/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tucker Aaron Dunn.
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