Edgar Allen Thomas
Investment adviser representative at Tucker Asset Management LLC
21 yearsExperience
2 statesRegistered in
$603.6MFirm assets
10 yearsFirm in business
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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
21 years in the industry.
- Tucker Asset Management LLCMay 2025 to now
- Thomas Advisory Services, Inc.Oct 2005 to now
- Alternativ Wealth (compound Planning)Sep 2022 to May 2025
- Claraphi Advisory Network, LLCAug 2016 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 2231242
- Firm CRD
- 174844