Judith Tucker, financial advisor Scotts Hill TN

Judith Tucker

CRD Number: 2914740
Current Firm: Optivise Advisory Services LLC

Judith Tucker (CRD# 2914740) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Scotts Hill, TN and has over 26 years of experience in the finance industry. Judith 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.

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Professional Designations
Company Name Location Dates Years
Optivise Advisory Services Franklin, TN Feb 2020 - Current 4
Rental Apartment Scotts Hill, TN Aug 2013 - Current 10
J.d. Tucker Financial Services Scotts Hill, TN Jan 1996 - Current 28
Mml Investors Services, LLC Scotts Hill, TN Mar 2017 - Feb 2020 2
Massmutual Life Insurance Co Scotts Hill, TN Jul 2016 - Feb 2020 3
Metlife Securities Inc. Memphis, TN Mar 2016 - Mar 2017 1
Mwa Financial Services, Inc. Rock Island, IL Dec 2004 - Mar 2016 11
Modern Woodmen Of America Rock Island, IL Oct 1999 - Mar 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
Contact Info for Judith D. Tucker
Phone Number: 855-378-1806
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    1,978
    ACCOUNTS
  • Average Account Value
    $118,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, CA, CO, FL, GA, IN, KS, LA, ME, NC, OH, OK, TN, TX, WI

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