Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Ivanoff is a registered Investment Advisor Representative with Tucker Asset Management LLC and Ivanoff Wealth Management Inc.. Travis Ivanoff has been in the industry since December 2013. Travis Ivanoff is licensed in California and holds the Series 65 license. The firm Tucker Asset Management LLC has its main office in Littleton, CO and has been registered with the SEC since 2012. Ivanoff Wealth Management Inc. has been registered since 2023.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
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CA
09/22/2017 - Present
Tucker Asset Management LLC (Cypress CA)
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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