Tucker Holt (CRD# 6488304) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 8 years of experience in the finance industry. Tucker Holt 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | May 2019 - Current | 4 |
Amj Financial Wealth Management | Leesburg, VA | Apr 2019 - Current | 5 |
Lpl Financial LLC | Fort Mill, SC | Aug 2017 - Mar 2019 | 1 |
Unemployed | Warrenton, VA | Apr 2017 - Aug 2017 | < 1 |
Scottrade, Inc. | Arlington, VA | Sep 2016 - Apr 2017 | < 1 |
University Of Mary Washington | Fredericksburg, VA | Jan 2015 - Dec 2016 | 1 |
Unemployed | Warrenton, VA | Aug 2016 - Sep 2016 | < 1 |
Ameritas Investment Corp | Lincoln, NE | Jun 2015 - Jul 2016 | 1 |
Ameritas Life Insurance Corp | Lincoln, NE | Jun 2015 - Jul 2016 | 1 |
Ics Financial | Gainesville, VA | Apr 2015 - Jul 2016 | 1 |
Unemployed | Warrenton, VA | Oct 2014 - Dec 2014 | < 1 |
Hillendale Country Club | Phoenix, MD | Apr 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
S63 | Uniform Securities State Law Examination | Aug 2015 |
- VA
-
Total Assets Under Management335MILLIONS
-
Total Number of Accounts1,587ACCOUNTS
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Average Account Value$210,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, MD, NC, PA, TX, VA, WV
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