Unclaimed Profile

Thomas Cleveland Tucker

TUCKER FINANCIAL SERVICES, INC.·CHAMBERSBURG, Pennsylvania

Series 1, Series 7, Series 24, Series 63Clean record23 years registeredTUCKER FINANCIAL SERVICES, INC.

425 PHOENIX DRIVE, CHAMBERSBURG, PA 17201CRD# 844039Firm CRD# 111308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Cleveland Tucker · CHAMBERSBURG, PA

Registration

CRD #844039 · TUCKER FINANCIAL SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TUCKER FINANCIAL SERVICES, INC.

TUCKER FINANCIAL SERVICES, INC.

Nov 2002 – Mar 2019

CHAMBERSBURG, PA

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · November 20, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUNORTH FINANCIAL SERVICES, INC.

CRD 111308 · SEC 801-112919

AUM

$214M

Regulatory assets under management

Employees

998 client accounts

Services offered by TRUNORTH FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUNORTH FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Cleveland Tucker offer?

Thomas Cleveland Tucker specializes in Financial Planning, Investment Management.

What are Thomas Cleveland Tucker's credentials?

Thomas Cleveland Tucker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Cleveland Tucker located?

Thomas Cleveland Tucker is based in CHAMBERSBURG, Pennsylvania, last registered with TUCKER FINANCIAL SERVICES, INC..

How does Thomas Cleveland Tucker charge for services?

Thomas Cleveland Tucker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TUCKER FINANCIAL SERVICES, INC.?

TUCKER FINANCIAL SERVICES, INC. has approximately 6 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at TUCKER FINANCIAL SERVICES, INC.

Christopher Joseph Jackson

CHAMBERSBURG, PA

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

PITTSBURGH Guide PHILADELPHIA Guide WAYNE Guide RADNOR Guide BERWYN Guide

Research

Advisor Fees in Pennsylvania National Fee Analysis

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