Brian A. Traverso

BOLT WEALTH MANAGEMENT LLC

Clovis, CA

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CRD#: 4997420

Professional summary

Brian Anthony Traverso, AIF®, ChFC® is a registered financial advisor currently at BOLT WEALTH MANAGEMENT LLC located in Clovis, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 2013-Present: BT Notary and Tax Service/Not Investment Related/Clovis, CA/Tax preparation, bookkeeping and notary/Owner/Involves one percent time each month, including during traditional business hours.//2. 2009-Present: Independent Insurance agent/Insurance Related/Clovis, CA/Licensed insurance agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves up to 10% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Anthony Traverso's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

ChFC^®

Chartered Financial Consultant

Experience

Current

June 13, 2017 - Present

BOLT WEALTH MANAGEMENT LLC

RIA

CRD#: 288717

Clovis, CA

Past

February 25, 2013 - April 11, 2017

ROUSH INVESTMENT GROUP

RIA

CRD#: 151288

FRESNO, CA

Past

August 13, 2009 - February 25, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

FRESNO, CA

Past

August 13, 2009 - February 25, 2013

LPL FINANCIAL LLC

CRD#: 6413

FRESNO, CA

Past

October 4, 2005 - April 15, 2009

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

FRESNO, CA

Past

September 7, 2005 - April 15, 2009

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

FRESNO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/13/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/3/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2005

General Securities Representative Examination

Current Firm

BOLT WEALTH MANAGEMENT LLC

BOLT WEALTH MANAGEMENT | BOLT WEALTH MANAGEMENT LLC

CRD#: 288717 / SEC#:

California

Registered Investment Advisory firm - (6/13/2017 Approved)

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Contact information

Main Address

Clovis, CA

Mailing Address

1865 Herndon Ave Suite K-122, Clovis, CA 93611

Phone number

(559) 492-8676

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 41,316,147

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian A. Traverso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Anthony Traverso's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLT WEALTH MANAGEMENT LLC

ROUSH INVESTMENT GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2005

Series 7

Date: 9/6/2005

Current Firm

BOLT WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOLT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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