TB
Timothy A. Bush
TUCKER ASSET MANAGEMENT LLC
Gainesville, GA
Some features on this profile are disabled
CRD#: 4115065
TB
Professional summary
Timothy Allen Bush, who also goes by Tim Bush, is a registered financial advisor currently at TUCKER ASSET MANAGEMENT LLC located in Gainesville, Georgia.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Timothy has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Bush
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.
(1) A) TIM BUSH B) NOT INVESTMENT RELATED C) 3871 Valley View Court, Gainesville, GA 30501 D) PROPERTY MGR/OFFICE RENTAL E) OWNER F) JAN 2012 G) 1 HOUR/MONTH I) COLLECT RENT J) OFFICER K) NO CLIENTS INVOLVED L) $3,600/YEAR (2) A) TIM BUSH FARM B) NOT INVESTMENT RELATED C) 162 BUSH DAIRY RD DONALSONVILLE, GA 39845 D) TREE FARM E) OWNER F) 2006 G) 20 HRS/MONTH H) NONE DURING TRADING HRS I) OVERSEE, MOW, PEROMETER AND BURN WHEN PRESCRIBED J) OFFICER K) NO CLIENTS INVOLVED L) $35,000/YEAR (3) A) BUSH RETIREMENT & WEALTH STRATEGIES B) INVESTMENT RELATED C) 3871 Valley View Court, Gainesville, GA 30501 D) IND INSURANCE AGENCY E) AGENT F) MAY 2005 G) 130 HRS/MONTH H) 130 DURING TRADING HRS I) SALES & SERVICE ACCTS J) OFFICER K) CLIENTS INVOLVED L) $100,000/YEAR (4) A)DONALSONVILLE/SEMINOLE COO. CHAMBER OF COMMERCE B) NOT INVESTMENT RELATED C) 122 E. 2ND STREET DONALSONVILLE, GA 39845 D) IMPROVE COMMERCE IN AREA E) BOARD MEMBER F) FEB. 2012 G) 2 HRS/MONTH H) 2 DURING TRADING HRS I) SERVE ON BOARD J) NOT AN OFFICER K) NO CLIENTS INVLVED L) NO COMPENSATION
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Allen Bush's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 12, 2017 - Present
TUCKER ASSET MANAGEMENT LLC
RIA
CRD#: 174844
Gainesville, GA
Past
June 29, 2011 - May 8, 2017
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
DONALSONVILLE, GA
Past
February 2, 2006 - June 30, 2011
WORKMAN SECURITIES CORPORATION
BD
CRD#: 31898
DONALSONVILLE, GA
Past
January 17, 2000 - November 30, 2005
PAN-AMERICAN FINANCIAL ADVISERS
BD
CRD#: 15578
NEW ORLEANS, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TUCKER ASSET MANAGEMENT LLC
TUCKER ASSET MANAGEMENT LLC | TUCKER WEALTH | TUCKER ASSET MANAGEMENT, LLC
CRD#: 174844 / SEC#: 801-107110
RIA
Registered Investment Advisory firm - (1/13/2016 Approved)Colorado
Registered Investment Advisory firm - (1/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (2/12/2016 Terminated)Iowa
Registered Investment Advisory firm - (1/26/2016 Terminated)Louisiana
Registered Investment Advisory firm - (1/26/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (1/22/2016 Terminated)Montana
Registered Investment Advisory firm - (1/22/2016 Terminated)Nebraska
Registered Investment Advisory firm - (12/31/2015 Terminated)New Jersey
Registered Investment Advisory firm - (1/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (1/22/2016 Terminated)Ohio
Registered Investment Advisory firm - (1/22/2016 Terminated)Texas
Registered Investment Advisory firm - (1/22/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(5/12/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
TUCKER ASSET MANAGEMENT LLC
TUCKER ASSET MANAGEMENT LLC | TUCKER WEALTH | TUCKER ASSET MANAGEMENT, LLC
CRD#: 174844 / SEC#: 801-107110
RIA
Registered Investment Advisory firm - (1/13/2016 Approved)Colorado
Registered Investment Advisory firm - (1/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (2/12/2016 Terminated)Iowa
Registered Investment Advisory firm - (1/26/2016 Terminated)Louisiana
Registered Investment Advisory firm - (1/26/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (1/22/2016 Terminated)Montana
Registered Investment Advisory firm - (1/22/2016 Terminated)Nebraska
Registered Investment Advisory firm - (12/31/2015 Terminated)New Jersey
Registered Investment Advisory firm - (1/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (1/22/2016 Terminated)Ohio
Registered Investment Advisory firm - (1/22/2016 Terminated)Texas
Registered Investment Advisory firm - (1/22/2016 Terminated)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
1520 West Canal Court Suite 100, Littleton, CO 80120
Mailing Address
Phone number
(303) 734-1234
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,243 |
| AUM (Assets Under Management) | $ 640,805,363 |
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.
