Donald
Durr

Tucker Asset Management LLC

CRD#6617164
Investment Advisor
in Beaumont, TX

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About this Advisor

Donald Durr is a financial advisor working out of Beaumont, Texas who has 1 year of relevant experience. Durr is an advisor for Tucker Asset Management LLC. Their career trajectory has included roles at Partners For Prosperity, LLC, Secured Positions, LLC, Stryde Solutions, Home Path Financial, Beacon Global Group, Fine Future Financial, Retirement Wealth Advisors, Inc, The Eagle Team and Tucker Asset Management LLC. Durr has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Texas. Tucker Asset Management LLC is an advisory company that has its headquarters in Littleton, CO. The firm has offices in 57 locations and a total of 75 advisors. It manages $369 million in total assets among its 3,679 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 3,679 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Tucker Asset Management LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically are based on which services are provided. Fees charged by Tucker Asset Management LLC can be comprised of any blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

985 Interstate 10 North Suite 110H
Beaumont, TX 77706

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$369,449,353

TX Average: $2,349,664,866
Total Number of Employees

75

TX Average: 28
Total Number of Accounts

3,679

TX Average: 1,101
Average Account Size

$100,421

TX Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Donald Durr Work History

Donald has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tucker Asset Management LLC

2019 - Present (5 years)

Stryde Solutions

2019 - Present (5 years)

The Eagle Team

2017 - Present (7 years)

Fine Future Financial

2020 - 2022 (2 years)

Retirement Wealth Advisors, Inc

2019 - 2019 (< 1 year)

Retirement Wealth Advisors, Inc

2017 - 2019 (2 years)

Beacon Global Group

2016 - 2017 (1 year)

Partners For Prosperity, LLC

2015 - 2017 (2 years)

Secured Positions, LLC

2015 - 2019 (4 years)

Home Path Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Durr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tucker Asset Management LLC

Kevin Mccann
Littleton, CO
Fred Mcewen
Naperville, IL
Shane Mccann
Missoula, MT
Christopher Wharton
Littleton, CO
John Darwin
Nederland, TX
Nancy Nelson
Littleton, CO
Justin Miller
Littleton, CO
Christopher Shoop
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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