Brian Traverso (CRD# 4997420) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 18 years of experience in the finance industry.
CRD# 2967102
Lpl Financial LLC
CRD# 1448707
Lpl Financial LLC
CRD# 713730
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolt Wealth Management LLC | Clovis, CA | May 2017 - Current | 7 |
| Roush Investments, LLC | Fresno, CA | Feb 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CA
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts193ACCOUNTS
-
Average Account Value$182,785
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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