Tavis Boise (CRD# 7630293) is an Investment Advisor Representative working at Carbon Collective Investing, LLC in Gaviota, CA and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carbon Collective | Berkeley, CA | Mar 2022 - Current | 2 |
| Ironsource | Tel Aviv, | Nov 2021 - Mar 2022 | < 1 |
| Community West Bank | Goleta, CA | Jul 2021 - Nov 2021 | < 1 |
| Mycase | Goleta, CA | Feb 2020 - Jul 2021 | 1 |
| Santa Barbra County | Santa Barbra, CA | Jun 2012 - Feb 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts1,136ACCOUNTS
-
Average Account Value$108,158
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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