Alexandria
Tucker

Solidarity Wealth, LLC

CRD#7380248
Investment Advisor
in Lehi, UT

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About this Advisor

Alexandria Tucker is a financial advisor based in Lehi, Utah, working with Solidarity Wealth, LLC. Alexandria has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Drive Wealth Advisors, Brigham Young University, Nu Skin Enterprises, Winsell Inc, Chick-Fil-A, Property Reserve, Inc, and Solidarity Wealth, LLC. Alexandria has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Alexandria is part of Solidarity Wealth, LLC, which operates out of Lehi, Utah. The firm has 15 employees and manages assets totaling $522 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Solidarity Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

3600 N Outlet Parkway Suite 200
Lehi, UT 84043

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Solidarity Wealth, LLC Brokerage Details

Total Assets Under Management

$521,981,950

UT Average: $693,624,108
Total Number of Employees

15

UT Average: 12
Total Number of Accounts

556

UT Average: 1,115
Average Account Size

$938,816

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Alexandria Tucker Work History

2023 - Present (1 year)

Solidarity Wealth, LLC

2022 - 2023 (1 year)

Property Reserve, Inc

2021 - 2022 (1 year)

Jpmorgan Chase Bank Na

2021 - 2022 (1 year)

Jpmorgan Securities LLC

2020 - 2021 (1 year)

Drive Wealth Advisors

2020 - 2020 (< 1 year)

Brigham Young University

2020 - 2020 (< 1 year)

Jpmorgan Chase Bank Na

2018 - 2020 (2 years)

Nu Skin Enterprises

2018 - 2020 (2 years)

Winsell Inc

2016 - 2016 (< 1 year)

Chick-Fil-A

2015 - 2021 (6 years)

Brigham Young University

2015 - 2016 (1 year)

Chick-Fil-A

2013 - 2015 (2 years)

Chick-Fil-A

Disclosures

Please visit the SEC profile of Alexandria 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 Solidarity Wealth, LLC

Veronica Fox
Lehi, UT
William Mortimer
Lehi, UT
Daniel Clark
Lehi, UT
Jeffrey Mcclean
Lehi, UT
Jamie Tarrant
Lehi, UT

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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