Traver Financial Consulting Network Pa

Traver Financial Consulting Network Pa (CRD# 139459) is a financial advisory firm headquartered in Lakewood Ranch, FL. They manage $78,356,165 in 163 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9040 Town Center Parkway, Lakewood Ranch, FL 34202
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $480,713
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, TX

Financial Advisors at Traver Financial Consulting Network Pa
Showing 1 - 1 of 1 top financial advisors.
1
John Traver, financial advisor Lakewood Ranch FL
John M. Traver
CRD#: 1703441
9040 Town Center Parkway, Lakewood Ranch, FL 34202

John Traver (CRD# 1703441) is an Investment Advisor Representative working at Traver Financial Consulting Network Pa in Lakewood Ranch, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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