Steven
Ayers

Tucker Asset Management LLC

CRD#2360578
Investment Advisor
in Westerville, OH

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About this Advisor

Steven Ayers is a financial advisor based in Westerville, Ohio, working with Tucker Asset Management LLC. Steven has previously held positions at Self Employed-Insurance Sales, Capital Asset Advisory Services, LLC, Lasting Legacy Financial (Formerly Church & Clergy Programs), and Tucker Asset Management LLC. Steven is registered to provide services in Ohio. Currently, Steven is part of Tucker Asset Management LLC, which operates out of Westerville, Ohio. The firm has 57 offices and 82 employees. The firm manages assets totaling $476.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tucker Asset Management LLC includes asset-based, hourly, and other fees.

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

Westerville, OH

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Tucker Asset Management LLC Brokerage Details

Total Assets Under Management

$476,481,402

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

82

OH Average: 28
Total Number of Accounts

6,427

OH Average: 1,101
Average Account Size

$74,137

OH Average: $2,134,119

Investment Advisory Services

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

Steven Ayers Work History

2017 - Present (7 years)

Tucker Asset Management LLC

2004 - Present (20 years)

Lasting Legacy Financial (Formerly Church & Clergy Programs

1979 - Present (45 years)

Self Employed-Insurance Sales

2014 - 2017 (3 years)

Capital Asset Advisory Services, LLC

Disclosures

Please visit the SEC profile of Steven Ayers 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

Kevin Mccann
Columbus, OH
Justin Miller
Littleton, CO
Leon James
Littleton, CO
Kenneth Tumolo
Littleton, CO
Darren Petty
Littleton, CO
Fred Mcewen
Naperville, IL
Marc Magas
Damascus, MD
Travis Ivanoff
Cypress, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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