Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tucker? Claim Your ProfileTucker Vaughan Roeder is a financial advisor who has been in the industry since August 2012. Tucker holds the Series 66, SIE and Series 7 licenses. Tucker is currently registered with McAdam LLC, a financial advisory firm headquartered in Philadelphia, Pennsylvania. Tucker specializes in working with high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Tucker's previous employment includes a role at VOYA FINANCIAL ADVISORS, INC., where he worked from August 2012 until October 2014. Tucker is also a co-owner of LRVS Advisory, LLC, a financial planning and wealth management firm located in Hingham, Massachusetts. Tucker is active in the financial services industry, currently registered in 16 states, and is committed to providing high-quality financial advice to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/14/2021 - Present
McAdam LLC (PHILADELPHIA PA)
MA
08/02/2012 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BOTH
Issued 09/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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