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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Anthony Henry is an investment advisor representative registered with Cresset Asset Management, LLC in Florida. Travis has been in the financial industry since 2011 and has experience with Morgan Stanley in California. Travis holds Series 66 and 65 licenses. Travis specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations. Travis's prior experience includes roles at Human Dx and True Capital Management, LLC in California.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/16/2023 - Present
Cresset Asset Management, LLC (BOYTON BEACH FL)
CA
09/28/2011 - 10/11/2013
MORGAN STANLEY (SAN FRANCISCO CA)
IA
Issued 11/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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