Travis Guzik (CRD# 5546893) is an Investment Advisor Representative working at Eagle Strategies LLC in Wenatchee, WA and has over 4 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Wenatchee, WA | Dec 2021 - Current | 2 |
| Nylife Securities LLC | Spokane, WA | Oct 2021 - Current | 2 |
| Draggoo Financial Group | Wenatchee, WA | Jul 2021 - Current | 2 |
| Draggoo Financial Group | Wenatchee, WA | May 2020 - Jul 2021 | 1 |
| Nylife Securities LLC | Spokane, WA | Jan 2020 - Jul 2021 | 1 |
| New York Life Insurance Company | Spokane, WA | Jun 2019 - Jul 2021 | 2 |
| Capital Group | Irvine, CA | Jun 2008 - May 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- WA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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