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George Tucker

25 Years of Experience
Birmingham, AL
BrokerSells Insurance

George Tucker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 25 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

1130 22nd Street South, Suite 4100, Birmingham, AL, 35205

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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

George works as a financial advisor for Birmingham Investment Group, dedicating about half of his time. He also helps companies provide group life, disability, and vision insurance, spending minimal time on this. George is also an owner of Tucker and Associates, LLC, spending minimal time passing through RJFS commissions versus expenses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2010 - Present · 15 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Princor Financial Services Corporation
August 2007 - October 2010 · 3 yrs 2 mos
Princor Financial Services CorporationBroker
October 2001 - October 2010 · 9 yrs
Edward JonesBroker
January 2001 - August 2001 · 7 mos
State Registrations9 states
ALFLGAKYMDMSOHTXVA
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.