Tucker Bixby, financial advisor Chicago IL
93 score

Tucker Bixby

CRD Number: 2990296
Current Firm: Arete Wealth Advisors, LLC

Tucker Bixby (CRD# 2990296) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Arete Wealth Management LLC Chicago, IL May 2008 - Current 8
Arete Wealth Advisors LLC Chicago, IL May 2008 - Current 8
New England Securities Boston, MA Apr 2007 - May 2008 1
American Express Financial Advisors Vienna, VA Sep 1999 - Mar 2007 7
Ids Life Insurance Company Vienna, VA Sep 1999 - Mar 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Tucker K. Bixby
Phone Number: 312-940-3684
Registered State(s):
  • CA
  • FL
  • SC
  • VA
  • MA
  • NJ
  • WA
By the Numbers
  • Total Assets Under Management
    691
    MILLIONS
  • Total Number of Accounts
    4,557
    ACCOUNTS
  • Average Account Value
    $151,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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