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CE
CE

Carlton John Ebneth

Tucker Asset Management LLC
23 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
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

Keansburg, NJ

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History

Regulatory History (1)
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Financial
May 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Carlton is the president of Physicians Wealth Advisory Group and Ebneth Financial Group, both involved in selling life, health, long-term care, disability, and non-variable annuities insurance. These activities each take about a quarter of Carlton's time.

Employment History
Current Registrations
Tucker Asset Management LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Foundations Investment Advisors LLC
April 2021 - July 2022 · 1 yr 3 mos
SA Stone Investment Advisors INC.
December 2019 - July 2020 · 7 mos
SA Stone Wealth Management INC.Broker
December 2019 - July 2020 · 7 mos
Quest Capital Strategies, INC.
June 2019 - December 2019 · 6 mos
Quest Capital Strategies, INC.Broker
June 2019 - December 2019 · 6 mos
Foresters Equity Services, INC.
January 2017 - December 2017 · 11 mos
Foresters Equity Services, INC.Broker
January 2017 - December 2017 · 11 mos
Msi Financial Services, INC.
January 2015 - August 2016 · 1 yr 7 mos
Msi Financial Services, INC.Broker
January 2015 - August 2016 · 1 yr 7 mos
New England Securities Corporation
June 2006 - January 2015 · 8 yrs 7 mos
New England SecuritiesBroker
February 2004 - January 2015 · 10 yrs 11 mos
Nylife Securities INC.Broker
August 1999 - March 2004 · 4 yrs 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.