Nancy
Nelson
Tucker Asset Management LLC
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About this Advisor
Nancy Nelson is a financial advisor based in Littleton, Colorado who has 4 years of relevant experience. Nelson is on the advisory team at Tucker Asset Management LLC. During their career, Nelson has held roles at Sigma Financial Corporation, Gbt Financial Services, Lpl Financial LLC, Tucker Asset Management, Neltec Industries LLC and Investment Centers Of America, Inc. Nelson maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Louisiana. Tucker Asset Management LLC is a financial advisory firm headquartered in Littleton, CO. It has offices in 57 locations and a total of 75 employees. It oversees $369 million in assets across its 3,679 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,679 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Tucker Asset Management LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically are based on which service is offered. Fees billed by Tucker Asset Management LLC can include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tucker Asset Management LLC Brokerage Details
$369,449,353
75
3,679
$100,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nancy Nelson Work History
Nancy has been registered as a financial advisor for 4 years.*
Tucker Asset Management
Neltec Industries LLC
Gbt Financial Services
Lpl Financial LLC
Investment Centers Of America, Inc
Sigma Financial Corporation
*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 Nancy Nelson 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
Littleton, CO
Naperville, IL
Littleton, CO
Missoula, MT
Littleton, CO
Cypress, CA
Nederland, TX
Littleton, CO
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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