Gabriella Tucker (CRD# 6386885) is an Investment Advisor Representative working at Sym Financial Advisors in Winona Lake, IN and has over 8 years of experience in the finance industry. Gabriella 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# 2245020
Lpl Financial LLC
CRD# 2837589
Edward Jones
CRD# 6149818
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sym Financial Advisors | Winona Lake, IN | Nov 2017 - Current | 6 |
| Schwab Private Client Investment Advisory, Inc. | Indianapolis, IN | Apr 2016 - Nov 2017 | 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Aug 2014 - Nov 2017 | 3 |
| Us Bank | Denver, CO | Mar 2014 - Aug 2014 | < 1 |
| Us Bank | Denver, CO | Feb 2012 - Mar 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- IN
-
Total Assets Under Management3,330MILLIONS
-
Total Number of Accounts4,634ACCOUNTS
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Average Account Value$718,654
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IL, IN, KY, LA, MI, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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