Chevelle
Tuck
Spire Wealth Management, LLC
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About this Advisor
Chevelle Tuck is a financial advisor operating in The Villages, Florida with 1 year of relevant experience. Tuck is on the advisory team at Spire Wealth Management, LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors LLC, Bank Of America, N.A, Valic Financial Advisors, Inc, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Janney Montgomery Scott LLC, Peak Capital Management and Spire Investment Partners, LLC. Tuck has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Spire Wealth Management, LLC is a company operating out of Mc Lean, VA. It has offices in 45 locations and a total of 138 financial advisors. It administers $4 billion in assets between its 14,882 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 35 charities and foundations. Of its 14,882 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which service is offered. However, fees charged by Spire Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spire Wealth Management, LLC Brokerage Details
$3,880,542,514
138
14,882
$260,754
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Chevelle Tuck Work History
Chevelle has been registered as a financial advisor for 1 years.*
Spire Investment Partners, LLC
Janney Montgomery Scott LLC
Peak Capital Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Valic Financial Advisors, Inc
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
Wells Fargo Advisors LLC
*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 Chevelle Tuck 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 Spire Wealth Management, LLC
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Fort Lauderdale, FL
Alexandria, VA
Newburgh, NY
Bethesda, MD
Charlotte, NC
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