Advisor at Tucker Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tucker Asset Management LLC
Location
Norman, OK
Credentials
Series 65, Series 66
Industry experience
3 years
Fixed fees for financial planning range from $2,000 to $10,000
up to 2.00% annually
Tucker Asset Management LLC
2024 - Present (2 years)
MML investors Services, LLC
2019 - 2019 (1 year)
MassMutual life Insurance Company
2018 - 2022 (4 years)
MSI Financial Services, Inc.
2017 - 2017 (1 year)
Philadelphia American Life Insurance
2016 - Present (10 years)
METLIFE
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, CFA®
Norman, OK
Radix Financial, LLC
Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!
Series 66
Norman, OK
Edward Jones
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Series 66
Norman, OK
Edward Jones
Series 66
Norman, OK
Edward Jones
CFP®, Series 66
Norman, OK
Edward Jones
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