Travis Buck, financial advisor Santa Rosa CA
88 score

Travis Buck

CRD Number: 6388246
Current Firm: Charles Schwab & Company, Inc.

Travis Buck (CRD# 6388246) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Santa Rosa, CA Aug 2014 - Current 2
Charles Schwab Bank Santa Rosa, CA Aug 2014 - Current 2
Reltek LLC Santa Rosa, CA Sep 2011 - Aug 2014 2
Reltek LLC Santa Rosa, CA Aug 2010 - Sep 2011 1
Reltek LLC Santa Rosa, CA Jun 2010 - Aug 2010 < 1
Unemployed Sebastopol, CA Jul 2009 - Jun 2010 < 1
California Polytechnic State University San Luis Obispo, CA Oct 2004 - Jul 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Travis W. Buck
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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