First Citizens Bank Wealth Associates in Madison, NC

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Thad E. Tucker
Financial Consultant II, VP & Asst. Sec.
Mobile Phone(336) 707-5024
109 South Franklin Street
Madison NC 27025
Areas Served
Guilford and Rockingham County
Focus Areas
Retirement Planning
Asset Allocation
Risk Tolerance
Risk Management
Financial Planning
Education & Certifications
Catawba College graduated 1990 BA in Business Administration with a concentration in Investing & Financial Planning BA in History Certified Financial Planner (CFP®) Chartered Retirement Planning Specialist (CRPC®) Chartered Mutual Fund Counselor (CMFC®)
Licenses & Registrations
FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License Long Term Care Insurance License