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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 Morehead is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Travis is based in Clinton, IA and has been in the industry since 2017. Travis has a Series 65 license. Travis has been involved with several local organizations, including Candlelight Inn Restaurants, Zion Lutheran Church and Clinton Housing Authority. Cambridge Investment Research Advisors, Inc. is a national financial services firm that provides a variety of financial products and services to individuals and families. The firm specializes in financial planning, retirement planning, investment management, and insurance. Cambridge Investment Research Advisors, Inc. manages over $87 billion in assets.
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
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IA
07/26/2019 - Present
Cambridge Investment Research Advisors, Inc. (Clinton IA)
IA
Issued 07/26/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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