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Tucker Cory

33 Years of Experience
Juno Beach, FL
1 DisclosureBroker

Tucker Cory is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Juno Beach, FL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

13700 US Highway 1, Suite 101, Juno Beach, FL, 33408

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Denied
Other Business Activities

Tucker is an independent contractor and officer (President) for Cory Wealth Management since 2022, supporting office expenses. This requires a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2013 - Present · 12 yrs 10 mos
Raymond James Financial Services, INC.
June 2013 - Present · 12 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.Broker
February 2013 - June 2013 · 4 mos
Raymond James & Associates, INC.
February 2013 - June 2013 · 4 mos
Morgan Keegan & Company, INC.
October 2009 - February 2013 · 3 yrs 4 mos
Morgan Keegan & Company, INC.Broker
October 2009 - February 2013 · 3 yrs 4 mos
Uvest Financial Services Group, INC.
March 2007 - October 2009 · 2 yrs 7 mos
Colonial Asset Management INC
May 2006 - October 2009 · 3 yrs 5 mos
Colonial Brokerage, INC.Broker
May 2006 - October 2009 · 3 yrs 5 mos
Suntrust Investment Services, INC.
July 2005 - May 2006 · 10 mos
Suntrust Investment Services, INC.Broker
April 2005 - May 2006 · 1 yr 1 mo
Liberty Securities CorporationBroker
December 1998 - April 2000 · 1 yr 4 mos
Southtrust Securities, LLCBroker
November 1998 - April 2005 · 6 yrs 5 mos
Wm Financial Services, INC.Broker
May 1998 - December 1998 · 7 mos
Great Western Financial Securities CorporationBroker
November 1995 - May 1998 · 2 yrs 6 mos
Independent Financial Securities, INC.Broker
September 1995 - December 1995 · 3 mos
Raymond James & Associates, INC.Broker
November 1993 - September 1995 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1992 - September 1993 · 1 yr 4 mos
State Registrations3 states
FLNJNY
AdvisorBrokerBoth

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.
Tucker Cory - Financial Advisor | TrueAdvisor