Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Etheridge is an investment advisor representative with Money Concepts Capital Corp. in Centralia, IL. He is registered to provide both investment advisory and brokerage services in Illinois. Travis has been active in the financial services industry since 2012. Travis has passed exams including Series 6, SIE, Series 63, and Series 65. His previous employers include Nationwide Securities, LLC and Country Capital Management Company. In addition to his role with Money Concepts Capital Corp., Travis is also the owner of The Insurance Alliance, LLC, an insurance agency, Venture Management, LLC, a video gaming parlor and real estate management company, and Casridge LLC, DBA Virtual Intelligence.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
IL
07/15/2020 - Present
Money Concepts Capital Corp. (Centralia IL)
IL
02/22/2016 - 12/31/2019
NATIONWIDE SECURITIES, LLC (Centralia IL)
IL
05/11/2011 - 05/04/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (CENTRALIA IL)
IA
Issued 07/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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