Travis PeterCRD Number: 5317746
Current Firm: Geneos Wealth Management, Inc.
Travis Peter (CRD# 5317746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lamar, CO and has over 10 years of experience in the finance industry.
Cape Investment Advisory, Inc.
|Geneos Wealth Management||Tribune, KS||Sep 2014 - Current||3|
|Tzp Retirement Services||Tribune, KS||Oct 2012 - Current||5|
|Lpl Financial, LLC||Tribune, KS||Oct 2012 - Sep 2014||1|
|Morgan Stanley Smith Barney||Utica, NY||Feb 2011 - Oct 2012||1|
|Merrill Lynch||Utica, NY||Feb 2008 - Feb 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management2,647MILLIONS
Total Number of Accounts13,540ACCOUNTS
Average Account Value$195,464
- 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, VT, WA, WI, WV, WY
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