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CFP
FL
CFP

Frances Longshore

Tucker Asset Management LLC
37 Years of Experience
Houston, TX
Sells Insurance
View SEC Summary
View SEC Summary

Frances Longshore is a CFP-designated registered investment advisor at Tucker Asset Management LLC, based in Houston, TX, with 37 years of industry experience. Frances operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,960 clients with $600M in assets under management.

Tucker Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,960 clients
Average Client Portfolio
$204K average
Assets Under Management
$603.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is a percentage of assets under management not to exceed 2.00%. Fees are negotiable on a client-by-client basis. Accounts over $10,000 also pay an administrative and technology fee of up to $100 annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10497 Town and Country Way, Suite 400, Houston, TX, 77024

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frances sells Medicare Supplement, fixed annuities, fixed insurance, and long-term care insurance. She is also the Owner/President of Longshore Financial Group, where she dedicates about two-thirds of her time to insurance sales.

Employment History
Current Registrations
Tucker Asset Management LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Principal Securities, INC.
August 2011 - October 2016 · 5 yrs 2 mos
Principal Securities, INC.Broker
August 2011 - October 2016 · 5 yrs 2 mos
Summit Financial Group INC
April 2007 - August 2011 · 4 yrs 4 mos
Summit Brokerage Services, INC.Broker
March 2007 - August 2011 · 4 yrs 5 mos
Aig Financial Advisors, INC.Broker
October 2005 - March 2007 · 1 yr 5 mos
Sunamerica Securities, INC.Broker
June 1989 - October 2005 · 16 yrs 4 mos
Southmark Financial Services, INC.Broker
June 1988 - June 1989 · 1 yr
First Investors CorporationBroker
June 1984 - July 1988 · 4 yrs 1 mo
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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