David Tucker
David Tucker is a registered investment advisor at RBC Capital Markets, LLC, based in Walnut Creek, CA, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1331 North California Blvd., Suite 650, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
David is a passive owner of Tucker & Associates Real Estate Services, a residential real estate business, since 2006. He is also an active owner, officer, director, and partner in Tucker Family Vineyards LLC, a wine sales business, dedicating minimal time to it.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Sutro & CO. IncorporatedBroker
State Registrations42 states
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.