Ryan TuckerCRD Number: 6138767
Current Firm: Everspire
Ryan Tucker (CRD# 6138767) is an Investment Advisor Representative working at Everspire in Sandy, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
|M. H. Leblang, Inc.||New York, NY||Jan 2018 - Current||< 1|
|Everspire, LLC||Sandy, UT||Jul 2017 - Current||< 1|
|Dfpg Investments, Inc.||Sandy, UT||Jul 2017 - Nov 2017||< 1|
|Td Ameritrade||Draper, UT||Nov 2012 - Jun 2017||4|
|Investools||Draper, UT||Apr 2009 - Nov 2012||3|
|Investools||Draper, UT||Apr 2007 - Apr 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management63MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$153,292
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, ID, UT
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