David
Campbell

Tucker Asset Management LLC

CRD#7596406
Investment Advisor
in Littleton, CO

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About this Advisor

David Campbell is a financial advisor based in Littleton, Colorado, working with Tucker Asset Management LLC. David has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Caddo Parish Schools (Jrotc), U.S. Army, Tucker Asset Management LLC, and Gibsland Bank & Trust Financial Services Inc. David has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, David is part of Tucker Asset Management LLC, which operates out of Littleton, Colorado. The firm has 57 offices and 82 employees. The firm manages assets totaling $476.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tucker Asset Management LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 65

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

1520 West Canal Court Suite 100
Littleton, CO 80120

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$476,481,402

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

82

CO Average: 28
Total Number of Accounts

6,427

CO Average: 1,101
Average Account Size

$74,137

CO Average: $2,134,119

Investment Advisory Services

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

David Campbell Work History

2024 - Present (0 year)

Tucker Asset Management LLC

2023 - Present (1 year)

Gibsland Bank & Trust Financial Services Inc

2022 - 2023 (1 year)

Jpmorgan Chase Bank, N.A

2022 - 2023 (1 year)

J.P. Morgan Securities LLC

2019 - 2021 (2 years)

Caddo Parish Schools (Jrotc)

2001 - 2019 (18 years)

U.S. Army

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Disclosures

Please visit the SEC profile of David Campbell 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

Kenneth Tumolo
Littleton, CO
Leon James
Littleton, CO
Darren Petty
Littleton, CO
Justin Miller
Littleton, CO
Kevin Mccann
Columbus, OH
Rickey Vanhooser
Littleton, CO
Glen Kavanagh
Lehi, UT
Justin James
Ponte Vedra Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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