Kevin Tucker (CRD# 871723) is an Investment Advisor Representative working at Proactive Capital Management, Inc. in Topeka, KS and has over 44 years of experience in the finance industry. Kevin 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# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Proactive Capital Management, Inc. | Topeka, KS | Jan 2021 - Current | 3 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Feb 2011 - Current | 13 |
| Cambridge Investment Research, Inc. | Topeka, KS | Aug 1998 - Current | 25 |
| Tucker Financial Services | Topeka, KS | Jan 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1979 |
- KS
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$233,291
- 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
- Educational seminars/workshops
- Other
KS, TX
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