Robert Tuckfield (CRD# 7773816) is an Investment Advisor Representative working at Valeo Financial Advisors, LLC in Carmel, IN and has 1 year of experience in the finance industry. Robert Tuckfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valeo Financial Advisors | Carmel, IN | Jul 2021 - Current | 2 |
| Tuckfield Brothers, Llc Dba Kmbara | Austin, TX | Jul 2019 - Current | 4 |
| Ranger Guard | Austin, TX | Jan 2021 - Feb 2021 | < 1 |
| Charles Schwab | Dallas, TX | Jun 2020 - Aug 2020 | < 1 |
| Tac-med Ambulance | Lubbock, TX | Jan 2020 - May 2020 | < 1 |
| American Express: Global Business Travel | Phoenix, AZ | Jun 2019 - Jan 2020 | < 1 |
| Tac-med Ambulance | Austin, TX | Dec 2018 - May 2019 | < 1 |
| Romman. Inc. | Austin, TX | Mar 2018 - Dec 2018 | < 1 |
| Bpl Plasma | Austin, TX | Feb 2017 - Feb 2018 | 1 |
| Tuckfield Attorney Support, LLC | Austin, TX | May 2016 - Dec 2017 | 1 |
| Texas Executive Couriers | Austin, TX | Dec 2016 - Feb 2017 | < 1 |
| Valet Waste | Austin, TX | Nov 2016 - Jan 2017 | < 1 |
| Kmbara, Llc Dba Python Point | Austin, TX | May 2016 - Jan 2017 | < 1 |
| Lubbock Aid Ambulance | Lubbock, TX | Jan 2015 - May 2016 | 1 |
| National Care Ems | Houston, TX | Aug 2014 - Dec 2014 | < 1 |
| American Medical Response | Austin, TX | Oct 2013 - Aug 2014 | < 1 |
- IN
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Total Assets Under Management8,945MILLIONS
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Total Number of Accounts18,918ACCOUNTS
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Average Account Value$472,806
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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