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Local Professionals

Chris Jackson

Tucker Financial Services, Inc.

425 Phoenix Drive

Chambersburg, PA 17201
(717) 2671426

Putting you first, ALWAYS.

About Tucker Financial Services, Inc.

Tucker Financial Services, Inc. is an independent, fee-only wealth management, investment management, and financial planning firm and is currently registered with the Securities and Exchange Commission (SEC). Tucker Financial Services, Inc. was established in the spring of 1983. Tucker Financial Services, Inc. is a Registered Investment Advisory (RIA) firm, serving clients in more than 10 states.

We offer significantly lower fees than most banks and brokerage, wealth management, and insurance firms. From personalized planning for individuals and families to customized solutions for businesses and organizations, Tucker Financial Services specializes in various areas with a friendly and dedicated staff to make you feel at home.

We promise a unique experience where you are put first, an atmosphere where a trusted relationship will develop, and a long-term constant in a world of financial uncertainty.

General Information

No.of Employees

5-9

CRD#

6039756

Firm CRD#

111308

Name of Custodial Firm

Fidelity, Schwab

Years of Experience in Financial Services

18

Number of Years with Current Firm

2

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Accredited Investment Fiduciary® (AIF)

Firm Information

Assets Managed by Firm

$125 AUM

Assets Managed by Advisor

$125 AUM

Compensation and Fees

Fee Structure

I am a fee-only financial professional

Compensation Methods

Based on Assets

Education

Bachelor of Science in Business Administration - Accounting

Shippensburg University of Pennslyvania
1994 - 1997

Disclosures

https://tuckerfinancialservices.com/disclosures/

Disclaimer

Tucker Financial Services, Inc. is a Registered Investment Advisory Firm registered with the Securities and Exchange Commission. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.NOT INSURED BY ANY STATE OR FEDERAL AGENCY.