Andrew Delos Elison

19 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth

Tucker Asset Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

61 advisors

Number of Clients

3,191 clients

Average Client Portfolio

$201K average

Assets Under Management

$640.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

403 Blaine Street, Caldwell, ID, 83605

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History

Regulatory History (1)

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Regulatory

November 2003

Final

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Other Business ActivitiesSells Insurance

Andrew sells fixed insurance products through various insurance companies and works as a mortgage loan officer at 1st Mariner Bank since 2005. He also owns a farm that he rents out and raises cattle on, starting in 2007.

Employment History

Current Registrations

Tucker Asset Management LLC

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Beneficial Investment Services, INC.Broker

November 2007 - October 2009 · 1 yr 11 mos

Capital Financial Services, INC.Broker

March 2007 - October 2007 · 7 mos

United Heritage Financial Services, INC.Broker

February 1998 - March 2007 · 9 yrs 1 mo

Intersecurities, INC.Broker

May 1997 - December 1997 · 7 mos

State Registrations2 states

IDUT

Advisor

Exams

No exam information available for this advisor.