Travis Dauchy (CRD# 4210496) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry. Travis Dauchy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Irvine, CA | Oct 2016 - Current | 7 |
Atlas Private Wealth Advisors | Matawan, NJ | Oct 2016 - Current | 7 |
Unemployed | Laguna Niguel, CA | Jul 2016 - Sep 2016 | < 1 |
Usaa Financial Planning Services | Irvine, CA | Sep 2013 - Jul 2016 | 2 |
Usaa Financial Advisors, Inc. | Irvine, CA | Sep 2013 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- CA
- FL
- NJ
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Total Assets Under Management558MILLIONS
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Total Number of Accounts2,167ACCOUNTS
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Average Account Value$257,351
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WY
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