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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 Christiansen is a financial professional with over two decades of experience. Travis is currently registered as an Investment Advisor Representative with Summit Global Investments, LLC, in Bountiful, Utah. Travis holds the Series 6, Series 63, and Series 65 securities licenses and has also completed the SIE Exam. Travis has been a financial advisor with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Travis has a legal background and is the author of a book on estate planning titled "Legacy Planning." Travis also has experience working for a law firm. Travis focuses on providing financial advice and services to individuals, businesses, corporations, investment companies, pooled investment vehicles, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Analytical 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.
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.
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2
UT
07/15/2024 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
UT
01/06/2012 - 04/02/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (HURRICANE UT)
UT
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ST. GEORGE UT)
GA
08/08/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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