AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TT

Tony E. Tucker

Some features on this profile are disabled
CRD#: 1194084
TT

Professional summary


Tony Edward Tucker JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Tony is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Tony had worked at 8 firms, which includes EDI FINANCIAL INC., AMERICAN GENERAL EQUITY SERVICES CORPORATION, PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC., METROPOLITAN LIFE INSURANCE COMPANY, MSI FINANCIAL SERVICES INC., WS GRIFFITH SECURITIES INC., CONSECO FINANCIAL SERVICES INC., GUARDIAN INVESTOR SERVICES LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tony Edward Tucker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 27, 1993 - March 24, 2014

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

June 22, 1993 - February 12, 1998

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX
Past

March 2, 1990 - November 1, 1993

PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.

BD
CRD#: 13741
EL PASO, TX
Past

February 24, 1989 - June 13, 1989

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 24, 1989 - June 13, 1989

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 2, 1987 - April 7, 1988

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
Past

August 15, 1986 - March 26, 1987

CONSECO FINANCIAL SERVICES, INC.

BD
CRD#: 629
Past

January 8, 1984 - August 26, 1986

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/2/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


EF
EDI FINANCIAL, INC.
EDI FINANCIAL, INC. | R.R. ORR & ASSOCIATES INC. | HIBLER & ORR INC.

CRD#: 15699 / SEC#: , 8-32566

BD
Terminated by SEC on 02/03/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/05/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRINZ, MARTIN WILLIAMPRESIDENT, DIRECTOR, CSO, CCO1330601
DAILY, JAY PATRICKSHAREHOLDER1471899
JOHN, VARKEYFINOP4530162

Disclosures


Regulatory Event11
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EDI FINANCIAL, INC.

CRD#: 15699

TRUST BUT VERIFY

Monitor Tony Tucker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics