Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Allen Crum is a financial advisor with LPL Financial LLC, a registered broker-dealer and investment advisor based in Fort Mill, South Carolina. Travis has been in the financial services industry since 2004 and has a strong track record of helping clients reach their financial goals. Travis specializes in providing financial planning, portfolio management and investment advice to a variety of clients including individuals, families, businesses, and retirement plans. Travis is committed to providing personalized advice and working closely with clients to develop a financial plan that meets their unique needs and goals. Travis is licensed to provide financial advice in multiple states and has a comprehensive understanding of investment strategies, tax planning, retirement planning, and insurance. Travis is a member of the Securities Industry and Financial Markets Association (SIFMA) and holds the Series 7 and Series 66 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/14/2018 - Present
LPL Financial LLC (COLUMBIA MO)
MO
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (COLUMBIA MO)
MO
01/11/2007 - 04/30/2007
PFIC SECURITIES CORPORATION (COLUMBIA MO)
MO
10/03/2005 - 01/03/2007
SECURITIES AMERICA, INC. (HALLSVILLE MO)
CA
05/19/2005 - 10/04/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/26/2003 - 12/31/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Crum is the right advisor for you? Invested Better is here to help.
