Travis Tucker, financial advisor Salt Lake City UT
90 score

Travis Tucker

CRD Number: 6243482
Current Firm: Wasatch Advisors Inc.

Travis Tucker (CRD# 6243482) is an Investment Advisor Representative working at Wasatch Advisors Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Alps Distributors Inc. Denver, CO Dec 2016 - Current 1
Wasatch Advisors, Inc. Salt Lake City, UT Oct 2016 - Current 1
Fidelity Investments Salt Lake City, UT Aug 2013 - Sep 2016 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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Travis J. Tucker
Phone Number: 801-533-0777
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    15,072
    MILLIONS
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $82,358,144
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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