Chambersburg, PA 17201
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
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.
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Assets Managed by Firm
Assets Managed by Advisor
Bachelor of Science in Business Administration - Accounting
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.