Travis
Moore

Intervest International, Inc

CRD#4863008
Investment Advisor
in Summerville, SC

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About this Advisor

Travis Moore is a financial advisor based in Summerville, South Carolina, working with Intervest International, Inc. Travis has previously held a position at Intervest International Equities Corp. Travis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Travis is part of Intervest International, Inc, which operates out of Summerville, South Carolina. The firm has 14 offices and 16 employees. The firm manages assets totaling $39.9 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 Intervest International, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

810 Travelers Blvd Ste A-2
Summerville, SC 29485

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Intervest International, Inc Brokerage Details

Total Assets Under Management

$39,933,048

SC Average: $2,349,664,866
Total Number of Employees

16

SC Average: 28
Total Number of Accounts

356

SC Average: 1,101
Average Account Size

$112,171

SC Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Travis Moore Work History

2010 - Present (14 years)

Intervest International Equities Corp

Disclosures

Please visit the SEC profile of Travis Moore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Intervest International, Inc

David Smith
Colorado Springs, CO
Jeffrey Geraci
Colorado Springs, CO
Michael Geraci
Norfolk, VA
Travis Moore
Summerville, SC
Timothy O'Brien
Colorado Springs, CO
Sean Romero
Mcallen, TX
James Washnock
Valdosta, GA
John Washnock
Valdosta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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