Tucker
Braddock
Keel Point, LLC
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About this Advisor
Tucker Braddock is a financial advisor based out of Vienna, Virginia who has 6 years of relevant experience. Braddock is an employee of Keel Point, LLC. Braddock has gained experience at Valic, Valic Investment Services Company and Keel Point, LLC. Braddock maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in California, District Of Columbia, Maryland, Massachusetts, North Carolina and Virginia. Keel Point, LLC is a financial advisory business based out of Huntsville, AL. The company has offices in nine locations and a total of 83 financial advisors. It handles $3 billion in assets across its 4,850 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 4,850 customer accounts, 44% are held by high-net-worth individuals who have more than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management are based on the type of services. Fees billed by Keel Point, LLC can consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keel Point, LLC Brokerage Details
$2,549,034,075
83
4,850
$525,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Tucker Braddock Work History
Tucker has been registered as a financial advisor for 6 years.*
Keel Point, LLC
Valic Investment Services Company
Valic
*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 Tucker Braddock 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 Keel Point, LLC
Huntsville, AL
Huntsville, AL
Chattanooga, TN
Huntsville, AL
Huntsville, AL
Vienna, VA
Huntsville, AL
Arnold, MD
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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