Glen Kavanagh

Employer firm

Tucker Asset Management LLC CRD 174844

$604M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2014 → 01/2024
  Self Employed
  Lehi, UT
• 08/2020 → 03/2021
  Fidelity Investments
  Salt Lake City, UT
• 05/2022 → 11/2022
  Encompass More, A Division Of Verity Asset Management
  Durham, NC
• 05/2022 → 11/2022
  Encompass Investments, A Division Of Verity Investments, Inc.
  Durham, NC
• 05/2014 → 12/2022
  Self Employed
  Lehi, UT
• 08/2022 → 11/2022
  Encompass More Asset Management Llc
  Danville, CA
• 12/2022 → 06/2023
  New York Life
  Sandy, UT
• 01/2022 → 06/2023
  Nylife Securities Llc
  Sandy, UT
• 04/2023 → 07/2023
  Eagle Strategies Llc
  Sandy, UT
• 01/2024 → Present
  Tucker Asset Management Llc
  Littleton, CO

Previous Registrations

• 2023-04-26 → 2023-07-14
  Eagle Strategies Llc
  Sandy, UT
• 2022-09-07 → 2022-09-30
  Encompass More Asset Management Llc
  Danville, CA
  Lehi, UT
• 2022-05-31 → 2022-09-28
  Verity Asset Management
  Lehi, UT
  Durham, NC

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2431 N Gotland Way Lehi, UT 84043; Insurance agent; start 10/2022; 20 hours per month; 20 during market hours; Sales and customer service.] [Senior State Benefits LLC - Dormant; owner; 0 hours worked per month/ 0 during security trading hours; non-investment related; ; 2431 N Gotland Way Lehi, UT 84043; Start 01/2016]

Exams

• S66 Uniform Combined State Law Examination
  2022-05-07
• S63 Uniform Securities Agent State Law Examination
  2021-03-03

Other Names

• Glen Kavanagh
• Glen Gordon Kavanagh