Travis
Ivanoff
Tucker Asset Management LLC
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About this Advisor
Travis Ivanoff is a financial advisor based in Cypress, California, working with Tucker Asset Management LLC. Travis has previously held positions at Tucker Asset Management LLC, Multi-Funding Financial, Travis Ivanoff Insurance Services Inc, and Ivanoff Wealth Management Inc. Travis has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Travis is part of Tucker Asset Management LLC, which operates out of Cypress, California. The firm has 57 offices and 82 employees. The firm manages assets totaling $476.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tucker Asset Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tucker Asset Management LLC Brokerage Details
$476,481,402
82
6,427
$74,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Travis Ivanoff Work History
Ivanoff Wealth Management Inc
Tucker Asset Management LLC
Ivanoff Wealth Management Inc
Travis Ivanoff Insurance Services Inc
Multi-Funding Financial
Disclosures
Please visit the SEC profile of Travis Ivanoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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