Robin Lynn Tucker

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 06/2019
  Foresters Advisory Services
  Canonsburg, PA
• 10/2012 → 06/2019
  Foresters Financial Services
  Canonsburg, PA
• 07/2017 → 07/2019
  Eace
  Baltimore, MD
• 06/2019 → 07/2024
  Cetera Investment Services Llc
  Canonsburg, PA
• 06/2019 → 07/2024
  Cetera Investment Advisers Llc
  Canonsburg, PA
• 07/2024 → Present
  Osaic Wealth, Inc.
  Canonsburg, PA

Previous Registrations

• 2019-06-19 → 2024-07-24
  Cetera Investment Advisers Llc
  Canonsburg, PA
  Washington, PA
• 2012-08-28 → 2019-06-25
  Foresters Advisory Services, Llc
  Canonsburg, PA

Other Businesses

1. IVAN'S WAY LLC; RENTAL/BAORDING OF HORSES, HUSBAND IS OWNER OF LLC; MANAGE OPERATIONS OF FACILITY WITH HUSBAND; EMERGENCY AUTHORIZED SIGNOR FOR BANK ACCOUNT; 12 HRS/WK 2. IVAN'S WAY LLC POSITION: Manager/worker NATURE: LLC - Equestrian Facility/Boarding stable INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2015 ADDRESS: 209 Walnut Road, McDonald PA 15057, United States DESCRIPTION: pay the bills, make the schedule, handle employees, order supplies, feed horses, muck stalls 3. TRI-POINTE WEALTH ADVISORS, LLC POSITION: Managing Partner NATURE: LLC Partnership with William Spero DBA for Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/23/2024 ADDRESS: 2400 Ansys Drive, Suite 102, Canonsburg PA 15317, United States DESCRIPTION: Financial Advisor working with clients 4.ROBIN TUCKER POSITION: advisor NATURE: for selling insurance with osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/18/1998 ADDRESS: 2400 Ansys Drive, Suite 102, Canonsburg PA 15317, United States DESCRIPTION: Selling all life insurance and annuities

Exams

• S66 Uniform Combined State Law Examination
  2012-08-11
• S63 Uniform Securities Agent State Law Examination
  1997-12-12

Designations

• Chartered Financial Consultant

Other Names

• Robin Lynn Tucker
• Robin Ryan
• Robin Lynn Ryan