JT
CFP
JT
CFP

Judith Darlene Tucker

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

Loading...

Location

10145 Hwy 144 W, Scotts Hill, TN, 38374

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Judith is an independent insurance agent with Tucker Insurance since 1998, dedicating about 10-20% of her time to this role. She is also a notary public, owns a tanning salon, and may receive commissions for physical gold or silver purchases through third parties.

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Optivise Advisory Services LLC
February 2020 - December 2020 · 10 mos
MML Investors Services, LLCBroker
March 2017 - February 2020 · 2 yrs 11 mos
MML Investors Services, LLC
March 2017 - February 2020 · 2 yrs 11 mos
Msi Financial Services, INC.
March 2016 - March 2017 · 1 yr
Msi Financial Services, INC.Broker
March 2016 - March 2017 · 1 yr
Mwa Financial Services, INC.
February 2007 - March 2016 · 9 yrs 1 mo
Mwa Financial Services INC.Broker
December 2004 - March 2016 · 11 yrs 3 mos
William E. Hopkins & Associates, INC.Broker
November 1999 - January 2005 · 5 yrs 2 mos
Cardinal Investments, INC.Broker
August 1997 - November 1999 · 2 yrs 3 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.