Best Investors
Account
Sign in
Best Investors
Account
Sign in
Tucker Asset Management LLC CRD 174844
$604M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-15 |
Branch Locations
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
4101 Birch Street Suite 110, Newport Beach, CA 92660 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fusion Investment Advisors, Llc | Newport Beach | CA | 09/2012 | Present |
| Tucker Asset Management | Littleton | CO | 04/2016 | Present |
MR. SAVINO ALSO SELLS INSURANCE PRODUCTS & FIXED PRODUCTS. AS PART OF FINANCIAL PLANNING SERVICES HE MAY ALSO INCLUDE MEDICARE AND ELDER CARE PLANNING DEPENDING ON CLIENT NEEDS. APPROX 85% OF TIME WILL BE SPENT USING THIS BUSINESS MODEL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-12 |
Reach out to this advisor