Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Philip Lecture is a Registered Representative and Investment Adviser Representative with Tiaa-Cref Individual & Institutional Services, LLC. Travis has been in the financial services industry since 2014. Travis is licensed to provide financial advice in all 50 states. Travis is also a Series 24 and Series 4 principal.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
NC
11/07/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
CO
04/21/2014 - 07/31/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 11/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/19/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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