Tucker
Holt
Amj Financial Wealth Management LLC
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About this Advisor
Tucker Holt is a certified financial planner based out of Leesburg, Virginia with 4 years of industry experience. Holt is currently employed by Amj Financial Wealth Management LLC. Their career trajectory has included roles at Hillendale Country Club, Ics Financial, University Of Mary Washington, Ameritas Investment Corp, Ameritas Life Insurance Corp, Scottrade, Inc, Lpl Financial LLC, Amj Financial Wealth Management and Triad Advisors. Holt maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and is approved to operate in Virginia. Amj Financial Wealth Management LLC is an advisory business that has its headquarters in Leesburg, VA. It oversees $300 million in assets under management between its 1,423 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,423 customer accounts, 36% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on the services offered. However, fee types billed by Amj Financial Wealth Management LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amj Financial Wealth Management LLC Brokerage Details
$300,115,140
16
1,423
$210,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Tucker Holt Work History
Tucker has been registered as a financial advisor for 4 years.*
Amj Financial Wealth Management
Triad Advisors
Lpl Financial LLC
Scottrade, Inc
Ics Financial
University Of Mary Washington
Ameritas Investment Corp
Ameritas Life Insurance Corp
Hillendale Country Club
*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 Holt 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 Amj Financial Wealth Management LLC
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
Leesburg, VA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
