Unclaimed
Travis Mays is a financial advisor with Prime Capital Financial. Travis has been working in the financial industry since 2015. Travis is registered as an Investment Advisor Representative in Arkansas. Travis has a series 65 and a series 66 license. Travis provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Travis also works with charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
AR
01/03/2020 - Present
Prime Capital Financial (Little Rock AR)
AR
04/03/2015 - 08/16/2016
NEXT FINANCIAL GROUP, INC. (LITTLE ROCK AR)
IA
Issued 01/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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