Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis James Alexander is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Weatherford, TX. Travis has been registered with the Securities and Exchange Commission (SEC) since August 2024. Travis is also registered in Texas. Travis earned the Uniform Investment Adviser Law Examination (Series 65) license on August 15, 2024. Travis's firm also offers advisory services for a variety of client types including individuals, high-net-worth individuals, corporations, state and municipal government entities, charitable organizations, and pension and profit-sharing plans. Travis has previously worked at StoneWater Church, Ramsey Solutions - A Dave Ramsey Company, Owner Operator of The Oxford Dog, Joe Pledger State Farm, Louisiana College, Louisiana State University at Alexandria, and Cambridge Investment Research, Inc.
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.
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.
Solicitation fees from 3rd party money managers
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2
TX
08/15/2024 - Present
Cambridge Investment Research Advisors, Inc. (Weatherford TX)
IA
Issued 08/15/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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