Brandon R. Tucker

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CRD#: 7329717

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brandon Rick Tucker, CFP® was a registered financial professional .

Brandon is a previously registered financial professional and started their career in finance in 2021. Brandon had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

EMONEY ADVISOR LLC ADDRESS: FOUR RADNOR CORPORATE CENTER 100 MATSONFORD ROAD, SUITE 300 RADNOR, PA 19087 NATURE OF BUSINESS: TECHNOLOGY PLATFORM INVESTMENT RELATED POSITION: DIRECTOR, FINANCIAL PLANNING SERVICES. START DATE: JUNE 2014 DUTIES: AS DIRECTOR OF FINANCIAL PLANNING SERVICES, BRANDON FOCUSES ON ASSISTING CLIENTS WITH IMPLEMENTING PRACTICE MANAGEMENT STRATEGIES, PROVIDING PLATFORM AND INDUSTRY EDUCATION AND HELPING CLIENTS FULLY UTILIZE EMONEY'S DYNAMIC FINANCIAL PLANNING TOOLS. BRANDON DEVOTES 5% OF HIS TIME TO THIS POSITION.

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®

CFP^®

Certified Financial Planner

Experience

Past

February 11, 2021 - January 19, 2024

EMONEY PLANNING SERVICES LLC

RIA

CRD#: 312206

West Linn, OR

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

Current Firm

EMONEY PLANNING SERVICES LLC

COLLABORATE | EMONEY PLANNING SERVICES LLC

CRD#: 312206 / SEC#:

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Contact information

Main Address

Four Radnor Corporate Center 100 Matsonford Road, Radnor, PA 19087

Mailing Address

Phone number

(610) 684-1100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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