Alexander "Alec" Tuckman
CRD Number: 6770924Current Firm: Wealth Management Partners Of Los Angeles
Compensation Model: Both
Alexander P. Tuckman, AIF®, ChFC®, CRC®, Accredited Investment Fiduciary®, Chartered Financial Consultant® and Certified Retirement Counselor®, has been investing for over 27 years. The son of two award winning economists, brother of a day trader and grandson of a successful business and foundation, Tuckman has grown up on economic principles since childhood.
Tuckman worked at the Goldman Sachs Asset Management Department in 1994. Mr. Tuckman came from a rigorous training program at Searchlight Financial where he was groomed by a 40 year veteran in the industry.
Mr. Tuckman practices what he preaches and invests in some of the same investments as his clients. Mr. Tuckman is an Independent Investment Advisor Representative and a Dave Ramsey Smartvestor Advisor adhering to strict standards and guidelines. He is a volunteer for Food on Foot, St. Jude Children's Hospital, Habitat for Humanity & ASPCA. He has twin children, a boy and a girl.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Partners Of Los Angeles | Torrance, CA | Dec 2019 - Current | 4 |
| Barbara Howard LLC | North Hollywood, CA | Apr 2012 - Current | 12 |
| Providence Financial Insurance And Services, Inc. | Woodland Hills, CA | Jan 2017 - Dec 2019 | 2 |
| Providence Financial And Insurance Services, Inc. | Woodland Hills, CA | Jan 2017 - Nov 2019 | 2 |
| Search Light Investment Advisors, LLC | Beverly Hills, CA | Sep 2015 - Dec 2016 | 1 |
| Searchlight Financial | Beverly Hills, CA | Sep 2015 - Dec 2016 | 1 |
| Auto By Tel | Irvine, CA | Jan 2015 - Aug 2015 | < 1 |
| Abt | Irvine, CA | Jan 2015 - Aug 2015 | < 1 |
| Netlook | Los Angeles, CA | Aug 2014 - Jan 2015 | < 1 |
| Netlook | Los Angeles, CA | Aug 2014 - Jan 2015 | < 1 |
| Manheim Auto | Anaheim, CA | Sep 2012 - Jun 2014 | 1 |
| Manheim | Anaheim, CA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- CA
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Total Assets Under Management11MILLIONS
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Total Number of Accounts103ACCOUNTS
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Average Account Value$103,753
- 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
- Selection of other advisers (including private fund managers)
CA
Wealth Management Partners of Los Angeles, Inc. is a Registered Investment Advisory Firm registered with the Department of Corporations in the State of California.
Investment Advisory Services offered through Alphastar CM, SEI, Orion Portfolio Solutions and Measured Risk Portfolios. Wealth Management Partners of Los Angeles, Inc. and Alphastar CM, SEI, Orion Portfolio Solutions and Measured Risk Portfolios are not associated entities.
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