Travis NewmanCRD Number: 5915884
Current Firm: Demarche Associates Inc.
Travis Newman (CRD# 5915884) is an Investment Advisor Representative working at Demarche Associates Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Demarche Associates, Inc.||Overland Park, KS||Sep 2010 - Current||6|
|Self-employed||Kansas City, MO||Nov 2009 - Sep 2010||< 1|
|The Commerce Trust Company||Kansas City, MO||Sep 2007 - Nov 2009||2|
|Gilmore & Bell||Kansas City, MO||Apr 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management22,407MILLIONS
Total Number of Accounts60ACCOUNTS
Average Account Value$373,446,765
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops