Tucker Ryan Holt
Investment adviser representative at Amj Financial Wealth Management LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$481.8MFirm 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
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Amj Financial Wealth Management LLCApr 2019 to now
- Triad AdvisorsMay 2019 to Aug 2024
- LPL Financial LLCAug 2017 to Mar 2019
- UnemployedApr 2017 to Aug 2017
- Scottrade, Inc.Sep 2016 to Apr 2017
- University of Mary WashingtonJan 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Amj Financial Wealth Management LLC
$481.8MAssets managed
470Clients
17Advisers
8 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
- 6488304
- Firm CRD
- 162878