Profile
Mr. Robert E.
Tucker is a Wealth Advisor at Reston Wealth Management LLC.
He is also President and founder of the firm.
Mr. Tucker was previously employed as a Financial Planner & Wealth Advisor by LPL Financial LLC.
He received his undergraduate degree from the University of Tennessee.
Bob Tucker active positions
| Companies | Position | Start |
|---|---|---|
Reston Wealth Management LLC
Reston Wealth Management LLC Investment ManagersFinance RWM builds portfolio based on the client’s unique long-term goals, tax situation, and risk tolerance. The firm uses a broad approach to asset allocation, diversifying across stocks, bonds, and alternative assets such as private equity and hedge funds. They focus on finding investments with strong track records and below-average expenses. | Founder | 01/06/2003 |
Former positions of Bob Tucker
| Companies | Position | End |
|---|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 01/01/2017 |
Training of Bob Tucker
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
University of Tennessee
University of Tennessee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Reston Wealth Management LLC
Reston Wealth Management LLC Investment ManagersFinance RWM builds portfolio based on the client’s unique long-term goals, tax situation, and risk tolerance. The firm uses a broad approach to asset allocation, diversifying across stocks, bonds, and alternative assets such as private equity and hedge funds. They focus on finding investments with strong track records and below-average expenses. | Finance |
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