Paul
Faulkner

Tucker Asset Management LLC

CRD#4169804
Investment Advisor
in Littleton, CO

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About this Advisor

Paul Faulkner is a financial advisor based in Littleton, Colorado, working with Tucker Asset Management LLC. Paul has previously held positions at Parker Faulkner Advisors, Tucker Asset Management LLC, and Missouri Farm Bureau. Paul has passed the Series 65 regulatory exam and is registered to provide services in Missouri and Tennessee. Currently, Paul 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

Paul Faulkner Work History

2020 - Present (4 years)

Tucker Asset Management LLC

1993 - Present (31 years)

Missouri Farm Bureau

2007 - 2020 (13 years)

Parker Faulkner Advisors

Disclosures

Please visit the SEC profile of Paul Faulkner 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

Leon James
Littleton, CO
Justin Miller
Littleton, CO
Kevin Mccann
Columbus, OH
Darren Petty
Littleton, CO
Kenneth Tumolo
Littleton, CO
Marc Magas
Damascus, MD
Justin James
Ponte Vedra Beach, FL
Christopher Wharton
Littleton, CO

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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