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Fisher Investments | CFA ® (Certifications)

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Tucker Shane Heaslip is a registered Investment Advisor Representative with Fisher Investments and has been with the firm since June 2018. Tucker has a background in finance and holds the Chartered Financial Analyst designation. Tucker specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Tucker is licensed in Washington and Texas and is active in both states.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Vienna, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

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.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING SERVICE TO THIRD-PARTY RIA
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFP ® (Certifications)

location

Sarasota, FL

0 Disclosures

ADVISOR BIO

Tucker Horsley is a financial advisor with Mariner Wealth. Tucker is a Certified Financial Planner and has been in the industry since 2016. Tucker has a Series 65 license and a Securities Industry Essentials Exam qualification. Tucker specializes in retirement planning, college savings, investment management, and financial planning for individuals, families, and businesses. Tucker has a strong track record of providing customized financial advice to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Prime Capital Financial

location

Columbus, IN

0 Disclosures

ADVISOR BIO

Tucker Jay Payne is an Investment Advisor Representative associated with Prime Capital Financial. Tucker has been in the industry for approximately 3 years. Tucker is registered to provide investment advisory services in Indiana and Texas. Tucker holds the Series 65 license. Tucker also works as a paraplanner for Giesting Financial, and as an insurance agent for PCRM, LLC doing business as Prime Capital Risk Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Tucker Henry Rolen is an investment advisor representative with Vanguard Advisers, Inc. Tucker Henry Rolen has been in the industry since August 2021. Tucker Henry Rolen holds Series 7TO, Series 63 and Series 66 licenses. Tucker Henry Rolen is registered in 53 states and the District of Columbia and is also a registered investment advisor representative in Pennsylvania and Texas. Tucker Henry Rolen has a total of 55 approved registrations across state and federal agencies. Tucker Henry Rolen has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, state or municipal government entities and pooled investment vehicles. Tucker Henry Rolen's current employer, Vanguard Advisers, Inc., has approximately 1,984 registered representatives and 1,883 investment advisor representatives. Vanguard Advisers, Inc. has offices located in Malvern, Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

0 Disclosures

ADVISOR BIO

Tucker Brown is a registered investment advisor representative associated with Fisher Investments. Tucker has passed the Uniform Investment Adviser Law Examination. Tucker has professional experience in the financial industry, having worked at Fisher Investments and other organizations in a variety of capacities. Tucker's professional experience is focused in the areas of portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Orion Portfolio Solutions, LLC

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Tucker Jackson Arnett is an Investment Adviser Representative with Orion Portfolio Solutions, LLC. Tucker is registered with the state of Nebraska and has been in the industry since June 2023. Tucker is also a Co-Founder of Brain Switch LLC. Tucker has Series 65 certification. Orion Portfolio Solutions, LLC manages approximately $53.84 billion in assets and is headquartered in Omaha, NE.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

HDI Capital LLC | CFA ® (Certifications)

location

MEXICO CITY

0 Disclosures

ADVISOR BIO

Tufic Mauricio Salem manzur, a Chartered Financial Analyst, is an investment advisor representative at HDI Capital LLC. Tufic Mauricio Salem manzur has been in the industry since March 2012 and is currently registered with Texas. HDI Capital LLC is a registered investment advisor with a focus on portfolio management for businesses, individuals, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

0 Disclosures

ADVISOR BIO

Tula Hanson is a registered investment advisor representative with Dimensional Fund Advisors LP, a firm headquartered in Austin, Texas. Tula has been working in the industry since 2023 and holds the Series 66 license. Tula specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP | CFA ® (Certifications)

location

NASHVILLE, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Tully Shane McGowan is a financial advisor registered with Alliancebernstein LP. Tully has been in the financial services industry for over 16 years. Tully has a Series 7 and Series 66 license, as well as the Series 31. Tully is also a Chartered Financial Analyst. Tully provides financial planning services, portfolio management services for individuals, businesses, investment companies and pooled investment vehicles, asset allocation and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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