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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 Lee Plummer is an investment advisor representative at Next Financial Group, Inc., located in Houston, TX. Travis has been in the industry since November 2014. Travis is a Registered Representative with FINRA and is registered with the states of Nebraska and Texas. Travis has passed the Series 7, Series 24, Series 4, Series 52, Series 53 and Series 66 exams. Travis offers financial planning, pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
07/12/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
NE
09/17/2015 - 05/15/2023
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 05/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/07/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/08/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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