David Traff, financial advisor Tyler TX

David Traff

CRD Number: 1131878
Current Firm: Bisonwood Financial Management

David Traff (CRD# 1131878) is an Investment Advisor Representative working at Bisonwood Financial Management in Tyler, TX and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Bisonwood Financial Management Tyler, TX Jan 2006 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for David L. Traff
Phone Number: 903-593-2396
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $765,637
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

LA, TX

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