Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Smith is a financial advisor at Cambridge Investment Research, Inc. with over 4 years of experience in the financial industry. Travis has a Series 7 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Travis is registered in Iowa and Washington. Prior to joining Cambridge Investment Research, Inc., Travis worked at Vanguard Marketing Corporation in Scottsdale, Arizona.
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.
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.
1
2
IA
10/14/2021 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
AZ
07/06/2018 - 09/30/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Smith is the right advisor for you? Invested Better is here to help.
