Travis Off (CRD# 5748685) is an Investment Advisor Representative working at Trek Financial in Tacoma, WA and has over 14 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trek Financial | Scottsdale, AZ | May 2022 - Current | 2 |
| Country Financial | Tacoma, WA | Jan 2010 - May 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- WA
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Total Assets Under Management2,260MILLIONS
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Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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