Alexander P. Tuckman

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

Encino, CA 91436

Some features on this profile are disabled

CRD#: 6770924

Professional summary

Alexander Paul Tuckman, AIF®, who also goes by Alec Paul Tuckman, is a registered financial advisor currently at WEALTH MANAGEMENT PARTNERS OF LOS ANGELES located in Encino, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alexander has worked at 2 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alec Paul Tuckman

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.

LLC Managing Member owning two rental properties. The first property is a six unit apartment building in North Hollywood, California. The second property is located in Burbank, California. Duties include rent collection as well as minor property maintenance. I own real estate property and I am a landlord (Barbara Howard, LLC). I make $2000/month from this investment. It takes about 1-10 hours/month of my time to maintain.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Paul Tuckman'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 20, 2019 - Present

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

Office #1: 15760 Ventura Boulevard Suite 700, Encino, CA 91436

RIA

CRD#: 306780

Encino, CA

Past

April 5, 2017 - December 13, 2019

PROVIDENCE FINANCIAL AND INSURANCES, INC.

RIA

CRD#: 141988

WOODLAND HILLS, CA

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

California
(12/20/2019)

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: 3/3/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/2017

Uniform Securities Agent State Law Examination

Current Firm

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES | WEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC.

CRD#: 306780 / SEC#:

California

Registered Investment Advisory firm - (12/20/2019 Approved)

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

15760 Ventura Boulevard Suite 700, Encino, CA 91436

Mailing Address

Phone number

(844) 242-0073

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 9,719,283

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.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexander P. Tuckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Paul Tuckman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

PROVIDENCE FINANCIAL AND INSURANCES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2017

Series 63

Date: 2/6/2017

Current Firm

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT PARTNERS OF LOS ANGELES

TRUST BUT VERIFY

Similar Advisors