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 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Aug 2013 - Current||4|
|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