Douglas McKay (CRD# 3029279) is an Investment Advisor Representative working at Tucker Asset Management LLC in Littleton, CO and has over 16 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tucker Asset Management LLC | Littleton, CO | Aug 2022 - Current | 1 |
First Fiduciary Advisors | Del Mar, CA | Mar 2020 - Current | 4 |
Lifepro Asset Management | San Diego, CA | Apr 2017 - Aug 2022 | 5 |
Yosemite Asset Mgmt. LLC | San Luis Obispo, CA | Sep 2013 - Jul 2021 | 7 |
Spartan Capital Partners | Del Mar, CA | Jan 2010 - Mar 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2007 |
S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management476MILLIONS
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Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
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