Travis Buck (CRD# 6388246) is an Investment Advisor Representative working at Vincere Wealth Management, LLC in Bozeman, MT and has over 9 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vincere Wealth Management, LLC | Indianapolis, IN | Feb 2021 - Current | 3 |
| Charles Schwab | Santa Rosa, CA | Aug 2017 - Feb 2021 | 3 |
| Charles Schwab | Santa Rosa, CA | Aug 2014 - Aug 2017 | 3 |
| Reltek LLC | Santa Rosa, CA | Sep 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- TX
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts731ACCOUNTS
-
Average Account Value$84,832
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, IN, LA, MA, MN, MO, MT, NE, NH, NY, OH, OR, PA, TX, UT, WA
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