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Tucker Lee

3 Years of Experience
Canyon, TX
BrokerSells Insurance

Tucker Lee is a registered investment advisor at Cetera Investment Advisers LLC, based in Canyon, TX, with 3 years of industry experience. Tucker operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1420 4th Avenue Ste 26, Canyon, TX, 79015

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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

Tucker is a trustee for the Walter B. Palmer Foundation, dedicating minimal time. He also works as a financial professional for Don Lee CLU, Inc. and Lee Financial Group, spending full-time hours between the two. Finally, Tucker is an advisory committee member for the City of Canyon, Texas, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLC
November 2022 - Present · 3 yrs 10 mos
Cetera Wealth Services, LLCBroker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
State Registrations10 states
AKCOFLGAIDNMOKSCTXWA
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.