Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Matthew Ewell is an investment advisor representative with Cambridge Investment Research Advisors, Inc. He has been in the financial services industry since 1998. Travis is licensed in multiple states, including Utah, Texas, Colorado, Michigan, New Jersey, New Mexico, and Ohio. He has experience in providing financial planning, portfolio management, and pension consulting services. Travis is also a registered representative with FINRA and holds the Series 6, 7, 24, 63, and 65 licenses.
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
1
2
UT
07/29/2019 - Present
Cambridge Investment Research Advisors, Inc. (Provo UT)
UT
06/01/2012 - 07/08/2019
HORNOR, TOWNSEND & KENT, LLC (OREM UT)
UT
07/28/1999 - 05/25/2012
SECURIAN FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
GA
04/27/1998 - 07/27/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Ewell is the right advisor for you? Invested Better is here to help.
