Profile
Mr. Robert T.
Tucker, III, is Financial Advisor at Shanklin Capital Management Inc.
Prior to that, He was a Financial Advisor at RGIS, BJ's Travel, and at Raymond James Financial Services, Inc.
Mr. Tucker received his undergraduate degree from Middle Tennessee State University and a Certified Financial Planner.
Rob Tucker active positions
| Companies | Position | Start |
|---|---|---|
Shanklin Capital Management Inc.
Shanklin Capital Management Inc. Investment ManagersFinance SFA uses strategic asset allocation as their primary investment strategy. The firm uses passively managed indexes and ETFs when appropriate for the client and actively managed funds, common stocks, preferred stocks, REITs, Master Limited Partnerships, options, corporate bonds, and municipal bonds. Portfolios are generally diversified by asset class, investment style, and geography to control the risk associated with any one specific market. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client during consultations and reviews. | Consultant / Advisor | 2012-05-01 |
Training of Rob Tucker
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Inactive
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1st degree connections
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Linked companies
| Private companies | 2 |
|---|---|
Shanklin Capital Management Inc.
Shanklin Capital Management Inc. Investment ManagersFinance SFA uses strategic asset allocation as their primary investment strategy. The firm uses passively managed indexes and ETFs when appropriate for the client and actively managed funds, common stocks, preferred stocks, REITs, Master Limited Partnerships, options, corporate bonds, and municipal bonds. Portfolios are generally diversified by asset class, investment style, and geography to control the risk associated with any one specific market. The investment strategy for a specific client is based upon the objectives, income needs, and tax situation stated by the client during consultations and reviews. | Finance |
Middle Tennessee State University
Middle Tennessee State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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