Robin Lynn Tucker
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$234.9BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Jul 2024 to now
- Cetera Investment Advisers LLCJun 2019 to Jul 2024
- Cetera Investment Services LLCJun 2019 to Jul 2024
- EaceJul 2017 to Jul 2019
- Foresters Financial ServicesOct 2012 to Jun 2019
- Foresters Advisory ServicesAug 2012 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 2980953
- Firm CRD
- 23131