Gabriella
Tucker
Sym Financial Advisors
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About this Advisor
Gabriella Tucker is a certified financial planner working out of Winona Lake, Indiana with a total of 5 years of relevant experience. Tucker is an employee of Sym Financial Advisors. Throughout their career, Tucker has worked at Charles Schwab & Co., Inc, Us Bank, Schwab Private Client Investment Advisory, Inc and Sym Financial Advisors. Tucker maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Indiana. Sym Financial Advisors is a business headquartered in Winona Lake, IN. It has offices in four locations and a total of 67 people on staff. It manages $3 billion in total assets among its 4,634 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 11 charitable organizations. Of its 4,634 accounts, 37% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types billed by Sym Financial Advisors most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sym Financial Advisors Brokerage Details
$3,330,241,056
67
4,634
$718,654
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gabriella Tucker Work History
Gabriella has been registered as a financial advisor for 5 years.*
Sym Financial Advisors
Schwab Private Client Investment Advisory, Inc
Charles Schwab & Co., Inc
Us Bank
Us Bank
*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 Gabriella Tucker 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 Sym Financial Advisors
Fort Wayne, IN
Indianapolis, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Winona Lake, IN
Mishawaka, IN
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.
