Michael
Tucker
Simplicity Wealth
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About this Advisor
Michael Tucker is a financial advisor based in Stephenville, Texas, working with Simplicity Wealth. Michael has previously held positions at Proequities, Inc, Insurance Planners & Advisors Group, Inc, Tarleton State University, Tucker Ranch, Ipa Financial Services, Inc, Horter Investment Management, The Leaders Group, Inc, Simplicity Wealth, and Tucker Financial Services, LLC. Michael has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Simplicity Wealth, which operates out of Stephenville, Texas. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Tucker Work History
Simplicity Wealth
Tucker Financial Services, LLC
Tucker Ranch
Tarleton State University
Insurance Planners & Advisors Group, Inc
The Leaders Group, Inc
Horter Investment Management
Proequities, Inc
Ipa Financial Services, Inc
Disclosures
Please visit the SEC profile of Michael 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 Simplicity Wealth
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Ville Platte, LA
Glastonbury, CT
Summit, NJ
Prairie Village, KS
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