Travis Boyer, financial advisor Asheville NC
93 score

Travis Boyer

CRD Number: 5413695
Current Firm: Parsec Financial Management, Inc.

Travis Boyer (CRD# 5413695) is an Investment Advisor Representative working at Parsec Financial Management, Inc. in Asheville, NC and has over 8 years of experience in the finance industry.

Similar Advisors
Robert Baschnagel, financial advisor Asheville NC
Robert E. Baschnagel
CRD# 5431998
Holcombe & Mcgrath
Score
103
Similar Advisors
David Hunter, financial advisor Asheville NC
David S. Hunter
CRD# 4870351
Horizons Wealth Management
Score
103
Similar Advisors
Susan McGrath, financial advisor Asheville NC
Susan L. McGrath
CRD# 4486875
Holcombe & Mcgrath
Score
103
Company Name Location Dates Years
Parsec Financial Management Inc. Asheville, NC Jul 2012 - Current 4
Unemployed Asheville, NC May 2012 - Jul 2012 < 1
Sanders Morris Harris Inc. Houston, TX Oct 2010 - May 2012 1
Edelman Financial Services LLC Fairfax, VA Oct 2010 - May 2012 1
Unemployed Lake Toxaway, NC May 2009 - Oct 2010 1
Wachovia Securities St. Louis, MO Sep 2008 - May 2009 < 1
Wachovia Securities Richmond, VA Jun 2007 - Sep 2008 1
Unc-chapel Hill Chapel Hill, NC Aug 2003 - May 2007 3
Dental Support Concepts Chapel Hill, NC Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Travis L. Boyer
Phone Number: 828-255-0271
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,722
    MILLIONS
  • Total Number of Accounts
    4,452
    ACCOUNTS
  • Average Account Value
    $386,855
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Travis Boyer and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.