Brian Traverso, financial advisor Clovis CA

Brian Traverso

CRD Number: 4997420
Current Firm: Bolt Wealth Management LLC

Brian Traverso (CRD# 4997420) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bolt Wealth Management LLC Clovis, CA May 2017 - Current 6
Roush Investments, LLC Fresno, CA Feb 2013 - Apr 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Brian A. Traverso
Phone Number: (559) 492-8676
Firm Website: https://www.boltwm.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $131,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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