Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Andrew Teague is an investment advisor representative with Avantax Advisory Services and has been in the financial services industry since December 1998. Travis has a wide range of experience in the financial services industry, including investment advisory services, financial planning, and insurance sales. Travis is a registered representative in Arkansas and Texas, and also holds various licenses including Series 4, 7, 24, 53, 63 and 66. Travis is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AR
02/06/2024 - Present
Avantax Advisory Services (Fort Smith AR)
AR
09/14/2004 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (FORT SMITH AR)
AL
01/08/2001 - 09/01/2004
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
12/03/1998 - 02/22/2001
JOHN R. TAYLOR FINANCIAL GROUP, INC. (BIRMINGHAM AL)
BOTH
Issued 08/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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