David Lee West
Investment adviser representative at Tucker Asset Management LLC
30 yearsExperience
1 stateRegistered in
ChFC®Designation
$603.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Tucker Asset Management LLCDec 2020 to now
- West Capital Advisors, Inc.Sep 1996 to now
- Alpine Capital Management, LLCAug 2013 to Dec 2020
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (UT).
Tucker Asset Management LLC
$603.6MAssets managed
2,960Clients
59Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1948424
- Firm CRD
- 174844