Cetera welcomes financial advisers Jim Tucker and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in assets under advisement (AUA). Tucker Bria Wealth Strategies joined Cetera through its Summit Financial Networks community. Based in Durham, N.C., co-founders Tucker and Bria have built their practice together since 2013.
Tucker Bria Wealth Strategies provides individualized financial planning and wealth management to individuals and families navigating life’s transitions, from wealth creation and preservation to windfalls such as inheritances and business sales.
The move to Cetera follows more than a decade at Commonwealth Financial Network, a firm Tucker and Bria deliberately chose for its culture of experienced advisers and personalized support. When LPL announced its acquisition of Commonwealth, the partners launched a monthslong search for a new financial services partner, including traditional broker-dealers and RIA
