TH
CFP
TH
CFP

Tucker Ryan Holt

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

44160 Scholar Plaza, Suite 490, Leesburg, VA, 20176

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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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Other Business ActivitiesSells Insurance

Tucker is a registered representative with Triad Advisors since 2019, dedicating minimal time. He is also an insurance agent selling life, health, and variable annuities, spending about 10% of his time on this. Finally, Tucker runs The Dad Golf Podcast, a non-investment related activity, spending a few hours per week.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Amj Financial Wealth Management LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
May 2019 - August 2024 · 5 yrs 3 mos
LPL Financial LLC
August 2017 - April 2019 · 1 yr 8 mos
LPL Financial LLCBroker
August 2017 - April 2019 · 1 yr 8 mos
Scottrade Investment Management
January 2017 - April 2017 · 3 mos
Scottrade, INC.Broker
October 2016 - April 2017 · 6 mos
Ameritas Investment CORP.Broker
August 2015 - August 2016 · 1 yr
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.