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LT

Leslie A. Tucker

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CRD#: 7686175
LT

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.

Leslie Anderson Tucker was a registered financial professional .

Leslie is a previously registered financial professional and started their career in finance in 2023. Leslie had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
L. Tucker Management, Inc. - Insurance Sales, 2910 Russ Street, Marianna, Florida 32446. I hold the 2-15 Life Including Variable Annuity & Health license issued by the State of Florida Department of Financial Services in 9/30/2020. The majority of the sales related to this business are health and dental. Beginning in 2020, the average amount of time devoted to this entity was two months per year (November and December open enrollment). During the two months of open enrollment, I devoted approximately 5 - 6 hours per day to insurance sales. Beginning January 2023, I am not actively involved in the sale of insurance or variable annuities. Tucker & Green CPA PA - Office of Certified Public Accountants, 2910 Russ Street, Marianna, Florida 32446. I hold a license with the State of Florida as a Certified Public Accountant. I am the majority owner of Tucker & Green CPA PA. We purchased an existing CPA firm in July 2020 and obtained a firm license for Tucker & Green CPA PA that same month. I work full time, devoting 40 hours per week in this practice. I specialize in tax preparation, payroll and bookkeeping.

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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®
None

Experience

Past

August 2, 2023 - March 29, 2024

TUCKER & GREEN WEALTH ADVISORS, LLC

RIA
CRD#: 324759
MARIANNA, FL

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

State Security Law Exam
IAR
Series 65
Date: 3/3/2023
Uniform Investment Adviser Law Examination

Current Firm

T&
TUCKER & GREEN WEALTH ADVISORS, LLC
TUCKER & GREEN WEALTH ADVISORS, LLC

CRD#: 324759 / SEC#:

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Contact information

Main Address
2910 Russ Street, Marianna, FL 32446
Mailing Address
Phone number
(850) 482-7333
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

TUCKER & GREEN WEALTH ADVISORS, LLC

CRD#: 324759

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