David Tuck, financial advisor Portland OR
78 score

David Tuck

CRD Number: 6097305
Current Firm: Transamerica Financial Advisors, Inc.

David Tuck (CRD# 6097305) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
David Tuck Pc Portland, OR Feb 2013 - Current 3
Transamerica Financial Advisors, Inc. Portland, OR Jul 2012 - Current 4
World Financial Group, Inc. Portland, OR Jun 2012 - Current 4
Anvil Tax Inc. Portland, OR Jan 2008 - Current 8
Hannah Home Care LLC Portland, OR Jul 2007 - Current 9
Gustafson Berg & Co LLC Portland, OR Jan 2009 - Jun 2009 < 1
Robert Half Corporation Pleasanton, CA May 2008 - Dec 2008 < 1
Intrenal Revenue Service Portland, OR Apr 2002 - Dec 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for David B. Tuck
Phone Number: 727-299-1800
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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