Donna
Barnhill

Tucker Asset Management LLC

CRD#6389855
Investment Advisor
in Georgetown, KY

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About this Advisor

Donna Barnhill is a financial advisor working out of Georgetown, Kentucky with 1 year of relevant experience. Barnhill is on the advisory team at Tucker Asset Management LLC. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Bookworm Bookkeeping Services, LLC, Msi Financial Group, Inc, Ce & Db Enterprise, LLC, One Life America, Inc and Tucker Asset Management LLC. Barnhill holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Kentucky. Tucker Asset Management LLC is a financial advisory firm headquartered in Littleton, CO. The investment advisory business has offices in 57 locations and a total of 75 financial advisors. It handles $369 million in assets between its 3,679 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 3,679 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Tucker Asset Management LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Tucker Asset Management LLC most likely include any combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Georgetown, KY

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$369,449,353

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

75

KY Average: 28
Total Number of Accounts

3,679

KY Average: 1,101
Average Account Size

$100,421

KY Average: $2,134,119

Investment Advisory Services

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

Donna Barnhill Work History

Donna has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tucker Asset Management LLC

2020 - Present (4 years)

One Life America, Inc

2013 - Present (11 years)

World Financial Group, Inc

2011 - Present (13 years)

Bookworm Bookkeeping Services, LLC

2019 - 2020 (1 year)

Ce & Db Enterprise, LLC

2017 - 2022 (5 years)

Msi Financial Group, Inc

2016 - 2022 (6 years)

Msi Financial Group, Inc

2014 - 2022 (8 years)

Transamerica Financial Advisors, Inc

*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 Donna Barnhill 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

Christopher Wharton
Littleton, CO
Kevin Mccann
Littleton, CO
Shane Mccann
Missoula, MT
Fred Mcewen
Naperville, IL
Nancy Nelson
Littleton, CO
John Darwin
Nederland, TX
Christopher Shoop
Littleton, CO
Richard Williamson
Richardson, 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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