Unclaimed
Travis Tuttle is a financial advisor with PFS Investments Inc. Travis has been working in the financial industry since 2003. Travis is registered in Montana, Oregon, Texas and Washington. Travis is a registered representative and investment adviser representative. Travis also works with Primerica Mortgage, LLC and Primerica Client Services, Inc. Travis is a part-time director of Community Groups for Mars Hill Shoreline Church. Travis also owns and operates Travis Turtle Photography.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/01/2021 - Present
PFS Investments Inc. (FRISCO TX)
GA
04/20/2001 - 12/31/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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