Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Price Alexander is an investment advisor representative with Crux Wealth Advisors, located in Long Beach, CA. Travis has been in the industry since 2008. Travis is registered with the state of California to provide investment advisory services. Travis has also previously worked at Raymond James Financial Services, Inc. and Ameriprise Financial Services, Inc. Travis holds the Series 7 and Series 66 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/06/2024 - Present
Crux Wealth Advisors (LONG BEACH CA)
CA
02/12/2016 - 08/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)
CA
05/19/2008 - 03/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
BOTH
Issued 06/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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