Nancy Karen Nelson

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

• 11/2012 → 08/2017
  Sigma Financial Corporation
  Ann Arbor, MI
• 10/2012 → Present
  Gbt Financial Services
  Bossier City, LA
• 08/2017 → 11/2017
  Investment Centers Of America, Inc.
  Bossier City, LA
• 11/2017 → 11/2019
  Lpl Financial Llc
  Bossier City, LA
• 12/2019 → Present
  Tucker Asset Management
  Littleton, CO
• 11/2017 → Present
  Neltec Industries Llc
  Bossier City, LA

Previous Registrations

• 2017-11-29 → 2019-12-02
  Lpl Financial Llc
  Shreveport, LA
  Bossier City, LA
  Shreveport, LA
• 2017-08-01 → 2017-11-29
  Investment Centers Of America, Inc.
  Bossier City, LA
  Appleton, WI
  Bossier City, LA
  Appleton, WI
  Shreveport, LA
• 2013-05-06 → 2017-07-31
  Spc
  Bossier City, LA
  Ann Arbor, MI
• 2011-02-01 → 2012-10-22
  Argent Advisors, Inc.
  Ruston, LA

Other Businesses

1. 11/29/2017 - NELTEC INDUSTRIES, LLC - Not Investment Related - For-Profit Business - CO-OWNER & MEMBER. 2. 2. GBT FINANCIAL SERVICES, INC., INVESTMENT RELATED, 2484 MAIN STREET, GIBSLAND, LA 71028, INSURANCE COMPANY, LICENSED INSURANCE AGENT, SINCE 12/2004; SALES & SERVICES; 160 HRS/MONTH - ALL DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-31

Other Names

• Nancy Karen Metsala