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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV