David TraffCRD 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.
Raymond James Financial Services Advisors, Inc.
Securian Financial Services, Inc.
|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|
Total Assets Under Management60MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$765,637
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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