David B. Tuck

FINANCIAL GRAVITY FAMILY OFFICE SERVICES

Portland, OR

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CRD#: 6097305

Professional summary

David Brian Tuck, who also goes by Daveed Brian Tuck, is a registered financial advisor currently at FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Portland, Oregon.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daveed Brian Tuck

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.

Anvil Tax, Inc. a non-investment related company as the President, providing income tax returns, managing & operating the business since 01/2009. Located at 8563 SE 19th Avenue Portland OR 97202. Dedicating 160 hours per month, 0 hours during trading hours. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 10/10/2022. located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life, accident, and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of his time on insurance-related activities. Conflict of interest due to additional compensation on these products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Brian Tuck's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 5, 2023 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA

CRD#: 316024

Portland, OR

Past

October 19, 2012 - December 16, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PORTLAND, OR

Past

September 17, 2012 - December 16, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PORTLAND, OR

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".

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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

Oregon
(7/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/15/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/16/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/14/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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Contact information

Main Address

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734

Mailing Address

Phone number

(800) 588-3893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/20/2024)

Regulatory assets under management

Total Number of Accounts	1,745
AUM (Assets Under Management)	$ 467,196,918

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.

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Firm Stability Insights

David B. Tuck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Brian Tuck's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/15/2023

Series 63

Date: 8/10/2012

SIE

Date: 12/16/2016

Series 6

Date: 9/14/2012

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

TRUST BUT VERIFY

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