First Citizens Bank

1 Wealth Associate in Madison

Thad E. Tucker Location

  • Financial Consultant II, VP & Asst. Sec.
    Mobile Phone
    109 South Franklin Street
    Madison, NC 27025
    Areas Served
    Guilford and Rockingham County
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement 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
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