Travis Boak (CRD# 6674761) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | Denver, CO | Mar 2020 - Current | 4 |
| Unemployed | Denver, CO | Dec 2019 - Mar 2020 | < 1 |
| Black Creek Capital Markets LLC | Denver, CO | Jul 2019 - Dec 2019 | < 1 |
| Associates Financial Group | Greenwood Village, CO | Jul 2018 - Jul 2019 | 1 |
| Transamerica Capital Inc. | Denver, CO | Feb 2018 - Jul 2018 | < 1 |
| Unemployed | N/a, CO | Nov 2017 - Feb 2018 | < 1 |
| National Planning Holdings | Denver, CO | May 2016 - Nov 2017 | 1 |
| Keller Williams Realty | Denver, CO | Mar 2016 - May 2016 | < 1 |
| Michigan House Of Representatives | Lansing, MI | May 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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, WY
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