DT
DT

David Brian Tuck

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
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Location

Portland, OR

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

David is the President of Anvil Tax, Inc., a non-investment related company, dedicating full-time hours to it. He is also an Independent Agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance, dedicating minimal time to insurance activities.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Transamerica Financial Advisors, INC.
October 2012 - December 2016 · 4 yrs 2 mos
Transamerica Financial Advisors, INCBroker
September 2012 - December 2016 · 4 yrs 3 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.