Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Lloyd Martin is an investment advisor representative with Geneos Wealth Management, Inc. Travis has been in the financial industry since 2014 and is registered with the state of Texas to offer investment advice. Travis holds Series 6, Series 63, Series 65 and SIE licenses. In addition to Travis' work with Geneos Wealth Management, Travis also works with Weaver, Ware & Martin Wealth Management and Advisory Services. Travis is a member of WWM Advisory Services LLC and has been working in the Centennial, Texas area since 2020.
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.
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TX
10/30/2020 - Present
Geneos Wealth Management, Inc. (Addison TX)
TX
07/14/2014 - 11/13/2020
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
IA
Issued 02/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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