TrueAdvisor
TrueAdvisor
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AT

Amanda Tucker

Farther
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Farther
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

Location

Sharpsburg, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Farther
March 2025 - Present · 11 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2022 - February 2025 · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
March 2022 - February 2025 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - March 2022 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - March 2022 · 9 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.