Bruce
Tuckey

Avantax Advisory Services

CRD#2180305
Investment Advisor
in Coppell, TX

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About this Advisor

Bruce Tuckey is a financial advisor who works in Coppell, Texas. Tuckey currently works for Avantax Advisory Services. Over the course of their career, Tuckey has held roles at Lpl Financial LLC, Fsc Securities Corp, Pnc Investments, Avantax Advisory Services, Lpl Financial, LLC and Avantax Investment Services, Inc. Tuckey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Avantax Advisory Services is a registered investment company headquartered in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 employees. It has $31 billion in assets under management between its 123,393 accounts, placing it among the biggest firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on which service is offered. Fee types charged by Avantax Advisory Services can be comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3200 Olympus Blvd Suite 100
Coppell, TX 75019

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

TX Average: $3,042,739,679
Total Number of Employees

2,433

TX Average: 49
Total Number of Accounts

123,393

TX Average: 2,315
Average Account Size

$250,972

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Bruce Tuckey Work History

Bruce has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Avantax Advisory Services

2023 - Present (1 year)

Avantax Investment Services, Inc

2021 - 2023 (2 years)

Pnc Investments

2020 - 2021 (1 year)

Lpl Financial, LLC

2019 - 2020 (1 year)

Fsc Securities Corp

2011 - 2019 (8 years)

Lpl Financial 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 Bruce Tuckey 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 Avantax Advisory Services

Erik Ermentraut
Wilmington, DE
Conrad Beauchamp
Winston Salem, NC
Steven Hansen
Pine River, MN
Tzeking Chan
Campbell, CA
Jeanne Helmar
Lansdale, PA
Brandon Melton
Irving, TX
Denissia Gordon
Dallas, TX
Elisabeth Baldwin
Irving, TX

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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