AT
Ashlyn Tucker
RMH INVESTMENT MANAGEMENT
TUCSON, AZ 85718-3236
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CRD#: 7532174
AT
Professional summary
Ashlyn Tucker is a registered financial advisor currently at RMH INVESTMENT MANAGEMENT, LLC located in Tucson, Arizona.
Ashlyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ashlyn has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ashlyn Tucker'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
August 21, 2023 - Present
RMH INVESTMENT MANAGEMENT, LLC
Office #1: 3430 E Sunrise Drive Suite 180, Tucson, AZ 85718-3236RIA
CRD#: 148650
TUCSON, AZ
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
Arizona(8/21/2023)
Current Firm
RI
RMH INVESTMENT MANAGEMENT, LLC
RMH INVESTMENT MANAGEMENT, LLC
CRD#: 148650 / SEC#:
Arizona
Registered Investment Advisory firm - (1/1/2009 Approved)Oregon
Registered Investment Advisory firm - (12/20/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3430 E Sunrise Drive Suite 180, Tucson, AZ 85718-3236
Mailing Address
Phone number
(520) 314-2300
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 202 |
| AUM (Assets Under Management) | $ 82,000,000 |
Red Flags
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