Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Turley is a financial advisor with The Leaders Group, Inc. Travis has been in the industry since 2014. Travis has a Series 7, Series 63, Series 6TO, and SIE. Travis is registered in Utah. Travis was previously employed with P.J. Robb Variable Corporation and DFPG Investments, 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.
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.
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2
CO
03/04/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
TN
12/10/2014 - 02/07/2022
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
UT
11/05/2013 - 10/23/2014
DFPG INVESTMENTS, INC. (SOUTH JORDAN UT)
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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