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Tucker Vincent Braddock

Keel Point, LLC

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About Tucker Vincent Braddock

Tucker Vincent Braddock is a registered representative with Keel Point, LLC. Tucker Vincent Braddock has been in the financial industry since December 7, 1997. Tucker Vincent Braddock has passed the Series 6, 7, and 66 exams and is registered with the state of Virginia. Tucker Vincent Braddock provides advisory services to individuals, businesses, and pooled investment vehicles. Tucker Vincent Braddock's office is located in Vienna, Virginia.

Firm Information

Tucker Braddock is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting service to third-party ria

Consulting service to third-party ria

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Tucker Braddock’s Registration & Firm History

VA

01/31/2017 - Present

Keel Point, LLC (Vienna VA)

MD

03/29/1999 - 02/01/2017

VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)

TX

12/08/1997 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tucker Vincent Braddock.
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