Travis Boyer Email & Phone Number
Financial Advisor and Vice President @ Secure Planning Group, LLC
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Travis Boyer Location
- Exton, PA, US
Travis Boyer Work
- 2016 - now Financial Advisor and Vice President @
- 2010 - 2016 LPL Financial Advisor, First Niagara Bank Vice President @
- 2008 - 2010 Financial Advisor, M and T Securities and Vice President, M and T Bank @
- 2006 - 2008 Financial Advisor @ Keystone Financial Management
Travis Boyer Education
- West Chester University of Pennsylvania
Master of Business Administration (M.B.A.)
2013 - 2016 - Bloomsburg University of Pennsylvania
Bachelor of Science (BS) (Dual Major) (Business Administration and Management, General; Marketing, General)
2001 - 2005
Travis Boyer Skills
- FINRA Series 7, 63, 65, 24
- Portfolio Management
- Investments
- Retirement Planning
- Financial Planning
- Wealth Management
- Insurance
- Finance
- Series 7
- Series 63
- Retirement
- Investment Advisory
- Project Management
- Information Security
- Business Development
- Training
- Microsoft Office
- Network Security
- Finra Series 7
Travis Boyer Summary
- Travis Boyer, based in Exton, PA, US, is currently a Financial Advisor and Vice President at Secure Planning Group, LLC. Travis Boyer brings experience from previous roles at First Niagara Bank, M&T Bank and Keystone Financial Management. Travis Boyer holds a 2013 - 2016 Master of Business Administration (M.B.A.) @ West Chester University of Pennsylvania. With a robust skill set that includes FINRA Series 7, 63, 65, 24, Portfolio Management, Investments, Retirement Planning, Financial Planning and more. Travis Boyer has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Secure Planning Group, LLC Employees
Marty Minder
Managing Partner
Fort Washington, PA, US
Neil Gordon
Managing Partner and Financial Advisor
Pennsylvania, United States
Alison Wyshock
Financial Advisor
Philadelphia, PA, US
Travis Boyer
Financial Advisor and Vice President
Exton, PA, US
Antoinette Jackson
Client Services Associate
Philadelphia, PA, US
Sean Wilson
Associate Financial Advisor
Philadelphia, PA, US
Christopher Schank
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Wayne, PA, US
Mike Lenge
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Lauren Black
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Graham Gibbs
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Philadelphia, PA, US
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