Travis TuckerCRD Number: 6243482
Current Firm: Strategic Advisers, Inc.
Travis Tucker (CRD# 6243482) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Aug 2013 - Current||3|
|Straightline Landscaping LLC||Salt Lake City, UT||Jun 2013 - Aug 2013||< 1|
|Westminster College||Salt Lake City, UT||Sep 2012 - Jun 2013||< 1|
|Straightline Landscaping LLC||Slc, UT||Apr 2011 - Sep 2012||1|
|Biomet West||Slc, UT||Aug 2010 - Apr 2011||< 1|
|Highland High School||Slc, UT||Dec 2009 - Aug 2010||< 1|
|Church Of Jesus Christ Of Latter-day Saints||Hong Kong,||May 2008 - Dec 2009||1|
|Highland High School||Slc, UT||Aug 2007 - May 2008||< 1|
|Westminster College||Salt Lake City, UT||Jun 2007 - Aug 2007||< 1|
|Westminster College||Slc, UT||Aug 2006 - Jun 2007||< 1|
|Westminster College||Salt Lake City, UT||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Nov 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV