Tucker Dunn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 8 years of industry experience. Tucker is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1500 Sulgrave Ave, Baltimore, MD, 21209
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Regulatory History
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 Activities
Tucker operates through Armstrong Dixon, an independent investment advisor firm, and Ade, LLC, a registered investment advisor DBA. Tucker dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Armstrong Dixon
Previous Registrations
Fourstar Wealth Advisors, LLC
Fieldstone Financial Management Group, LLC
State Registrations1 state
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
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