Tucker Speak
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Mary Baldwin UniversitySep 2025 to May 2026
- Lowe'sMay 2025 to Aug 2025
- UpsDec 2024 to Feb 2025
- Top GolfJun 2024 to Sep 2024
- Mary Baldwin UniversitySep 2023 to May 2024
- Home DepotApr 2022 to Aug 2023
- Herndon High SchoolAug 2018 to May 2022
- Rachel Carson Elementary SchoolApr 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 8234993
- Firm CRD
- 149018