Travis Poodiack (CRD# 6527796) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 8 years of experience in the finance industry. Travis Poodiack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 4309276
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Keene, NH | May 2022 - Current | 2 |
| Steward Partners Global Advisory, LLC | Keene, NH | Nov 2016 - Current | 7 |
| Steward Partners Investment Advisory, LLC | Keene, NH | Nov 2016 - Current | 7 |
| Raymond James Financial Services, Inc. | Keene, NH | Nov 2016 - May 2022 | 5 |
| Wells Fargo Advisors, LLC | Keene, NH | Jul 2015 - Nov 2016 | 1 |
| Robert Half | Keene, NH | May 2015 - Sep 2015 | < 1 |
| University Of New Hampshire | Durham, NH | May 2011 - May 2015 | 4 |
| Mill Village Country Store | Stoddard, NH | May 2014 - Sep 2014 | < 1 |
| Kelly Services | Keene, NH | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- NH
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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