Travis BovyCRD Number: 5896724
Current Firm: Cetera Advisors LLC
Travis Bovy (CRD# 5896724) is an Investment Advisor Representative working at Cetera Advisors LLC in Waterloo, IA and has over 3 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||4|
|Financial Resource Advisors||Waterloo, IA||Feb 2011 - Current||6|
|Multi-financial Securities Corporation||Denver, CO||Dec 2011 - Dec 2012||1|
|Rabo Agrifinance||Cedar Falls, IA||Dec 2005 - Nov 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops