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Alexandria Bethany Tucker

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
195 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$627.8M

Fee Structure

Financial Planning:Investment management only
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Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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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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Employment History
Current Registrations
Solidarity Wealth, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
July 2021 - June 2022 · 11 mos
J.P. Morgan Securities LLCBroker
July 2021 - June 2022 · 11 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.