Kenneth Ray Tucker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2014 → 09/2023
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 04/2014 → 09/2023
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → 09/2023
  First Command Advisory Services
  Fort Worth, TX
• 09/2023 → Present
  Lpl Financial Llc
  Saint Augustine, FL

Previous Registrations

• 2015-12-15 → 2023-09-06
  First Command Advisory Services
  Fort Worth, TX
  Orange Park, FL
  Fort Worth, TX
• 2014-01-28 → 2015-12-15
  First Command Brokerage Services, Inc.
  Orange Park, FL
  Jacksonville Beach, FL

Other Businesses

1) 08/2023 - Tucker Financial Services / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Start date 04/01/2017 - 1 Hr per month 2) 08/2023 - Tusk Financial Planning / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 4Hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-16
• S63 Uniform Securities Agent State Law Examination
  2013-11-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Kenneth Ray Tucker