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Andrew Tucker

3 Years of Experience
Orlando, FL
Broker

Andrew Tucker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 3 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

720 Rugby St, Suite 200, Orlando, FL, 32804

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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 Activities

Andrew works as an associate/employee for DB Wealth Management, a support company, focusing on marketing. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
February 2023 - September 2023 · 7 mos
State Registrations1 state
FL
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.
Andrew Tucker - Financial Advisor | TrueAdvisor