Travis FossatiCRD Number: 5486153
Current Firm: Stancorp Investment Advisers, Inc.
Travis Fossati (CRD# 5486153) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Bellevue, WA and has over 10 years of experience in the finance industry.
Brighton Jones LLC
|Stancorp Investment Advisers, Inc.||Portland, OR||Aug 2012 - Current||5|
|Stancorp Equities, Inc.||Portland, OR||Jul 2012 - Current||5|
|Jpmorgan Chase Bank Na||Gresham, OR||Sep 2010 - Jul 2012||1|
|Chase Investment Services Corp.||Gresham, OR||Sep 2010 - Jul 2012||1|
|Metlife Securities Inc.||Lake Oswego, OR||Sep 2009 - Sep 2010||1|
|New England Securities||Portland, OR||Jan 2008 - Oct 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management17,250MILLIONS
Total Number of Accounts44,594ACCOUNTS
Average Account Value$386,833
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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