Travis GuzikCRD Number: 5546893
Current Firm: Eagle Strategies LLC
Travis Guzik (CRD# 5546893) is an Investment Advisor Representative working at Eagle Strategies LLC in Wenatchee, WA and has over 2 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
|Eagle Strategies LLC||Wenatchee, WA||Dec 2021 - Current||< 1|
|Nylife Securities LLC||Spokane, WA||Oct 2021 - Current||< 1|
|Draggoo Financial Group||Wenatchee, WA||Jul 2021 - Current||< 1|
|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|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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