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TUCKER FINANCIAL GROUP
TUCKER JR., DOUGLAS, RAY
CRD 298292 · SEC 801-118704
254 WINTON BLOUNT LOOP, MONTGOMERY, AL, 36117, United States
Phone
334-277-0500
Fax
334-277-8564
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$339.0M
Discretionary AUM
$339.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2367 | $225.5M |
| High net worth individuals | 62 | $93.5M |
| Pension/profit sharing plans | 7 | $15.5M |
States served
AL, GA, LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD