Andrew Elison, financial advisor Caldwell ID

Andrew Elison

CRD Number: 2846359
Current Firm: Tucker Asset Management LLC

Andrew Elison (CRD# 2846359) is an Investment Advisor Representative working at Tucker Asset Management LLC in Caldwell, ID and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Tucker Asset Management LLC Littleton, CO Apr 2018 - Current 6
Elison Financial Group Caldwell, ID Feb 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Mar 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew D. Elison
Phone Number: 303-734-1234
Firm Website: http://www.tuckeram.com
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    476
    MILLIONS
  • Total Number of Accounts
    6,427
    ACCOUNTS
  • Average Account Value
    $74,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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