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Tucker Vincent Braddock

Investment adviser representative at Keel Point, LLC
28 yearsExperience
6 statesRegistered in
$4.1BFirm assets
23 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 assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

28 years in the industry.

  1. Keel Point, LLCJan 2017 to now
  2. Valic Investment Services CompanyMar 1999 to Jan 2017
  3. ValicJan 1998 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 6 states (CA, DC, MA, MD, NC, VA).

Keel Point, LLC

$4.1BAssets managed
1,613Clients
49Advisers
23 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
2974768
Firm CRD
127902
Advisor's SEC record (opens in a new tab)
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