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Travis Lee Boyer

Modera Wealth Management, LLC

Asheville, NC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-28
TX RA APPROVED 2023-04-26
  • NC RA
    APPROVED
    Since 2023-04-28
  • TX RA
    APPROVED
    Since 2023-04-26

Branch Locations

6 Wall Street, Asheville, NC 28801 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parsec Financial Management Inc Asheville NC 07/2012 12/2022
Parsec Financial Management Inc Asheville NC 12/2022 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 Present
  • 07/2012 → 12/2022
    Parsec Financial Management Inc
    Asheville, NC
  • 12/2022 → 04/2023
    Parsec Financial Management Inc
    Asheville, NC
  • 04/2023 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2012-07-30 → 2023-04-27
    Parsec Financial
    Asheville, NC
  • 2010-10-25 → 2012-05-18
    Edelman Financial Services, Llc
    Silver Spring, MD
    Fairfax, VA
  • 2008-02-12 → 2009-05-15
    Wells Fargo Clearing Services, Llc
    St. Louis, MO
    St. Louis, MO
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-11
  • S66 Uniform Combined State Law Examination
    2008-02-11
Designations

View on SEC IAPD

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Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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