Meredith
Tucker

Stancorp Investment Advisers, Inc

CRD#4798815
Investment Advisor
in Mechanicsburg, PA

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About this Advisor

Meredith Tucker is a financial advisor operating out of Mechanicsburg, Pennsylvania who has 18 years of industry experience. Tucker works at Stancorp Investment Advisers, Inc. Over the course of their career, Tucker has held roles at Standard Retirement Services, Stancorp Equities, Inc and Stancorp Investment Advisers, Inc. Tucker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Stancorp Investment Advisers, Inc is a financial advisory business based in Portland, OR. It has a total of 82 advisors. It handles $16 billion in assets among its 116,850 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 146 charitable organizations. Stancorp Investment Advisers, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services largely vary depending on which services are offered. Fees charged by Stancorp Investment Advisers, Inc most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

4999 Louise Drive, Ste 105
Mechanicsburg, PA 17055

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$16,214,303,154

PA Average: $1,120,203,312
Total Number of Employees

82

PA Average: 50
Total Number of Accounts

116,850

PA Average: 1,309
Average Account Size

$138,762

PA Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Meredith Tucker Work History

Meredith has been registered as a financial advisor for 18 years.*

2010 - Present (14 years)

Standard Retirement Services

2005 - Present (19 years)

Stancorp Investment Advisers, Inc

2004 - Present (20 years)

Stancorp Equities, 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 Meredith 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 Stancorp Investment Advisers, Inc

Douglas Corra
Cincinnati, OH
Ekaterina Sheliga
Portland, OR
Sarah Mahalic
Portland, OR
Janic Hoyuela
Mandeville, LA
Anthony Garcia
Portland, OR
Collin Dennis
Portland, OR
Marina Wiley
Portland, OR
Trevor Roberts
Portland, OR

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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