Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin James Travis

Vanguard Marketing Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin James Travis

Kevin James Travis is a financial advisor with Vanguard Marketing Corp. Kevin is registered with FINRA and holds the Series 63, Series 7TO and SIE exams. Kevin has been a financial advisor for over 2 years. Kevin is registered to do business in all 50 states and the District of Columbia.

Firm Information

Kevin Travis is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Travis’s Registration & Firm History

PA

10/03/2022 - Present

Vanguard Marketing Corp. (MALVERN PA)

Not sure if Kevin James Travis is right for you?

Licenses & Designations

BC

Issued 09/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin James Travis.
Not sure if Kevin James Travis is right for you?