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Gulam Amir Fazel

Investment adviser representative at Tucker Asset Management LLC
20 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

20 years in the industry.

  1. Asset & Income Protection, LLCSep 2020 to now
  2. Tucker Asset Management LLCSep 2019 to now
  3. USA Tax & Income Planning, LLCSep 2013 to now
  4. Gulam Fazel Wealth Management Group, LLCFeb 2013 to now
  5. Global Properties Group, LLCSep 2006 to now
  6. Ideal Global Brokerage, LLCSep 2006 to now
  7. Property Access Sales Solutions, LPSep 2006 to now
  8. Society of Financial Awareness (sofa)Jan 2017 to Sep 2020
  9. Retirement Wealth AdvisorsJan 2016 to Aug 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (FL, PA).

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
2744200
Firm CRD
174844
Advisor's SEC record (opens in a new tab)
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