Travis Meyers (CRD# 5621587) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in East Hartford, CT and has over 15 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | East Hartford, CT | Jun 2019 - Current | 4 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Current | 4 |
| Foresters Financial Services | East Hartford, CT | Oct 2016 - Jun 2019 | 2 |
| Foresters Advisory Services LLC | East Hartford, CT | Oct 2013 - Jun 2019 | 5 |
| Foresters Financial | East Hartford, CT | Oct 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
- CT
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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