Matthew Tucker (CRD# 6313793) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry. Matthew Tucker 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors LLC | Scottsdale, AZ | Nov 2019 - Current | 4 |
| Ae Wealth Management, LLC | Topeka, KS | Dec 2018 - Dec 2019 | 1 |
| Saturn Wealth, LLC | Gilbert, AZ | Dec 2018 - Dec 2019 | 1 |
| Vanguard Marketing Corporation | Scottsdale, AZ | Oct 2014 - Dec 2018 | 4 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2014 - Dec 2018 | 4 |
| Mml Investors Services LLC | Scottsdale, AZ | Apr 2014 - Sep 2014 | < 1 |
| Mass Mutual Life Insurance Company | Scottsdale, AZ | Feb 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
- AZ
- CA
- IL
- NC
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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