Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travon? Claim Your ProfileTravon Sexton is a financial advisor who has been in the industry since 1984. Travon is currently registered with Cambridge Investment Research Advisors, Inc. in Stuart, Florida. Travon has experience in a variety of investment areas including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
01/06/2016 - Present
Cambridge Investment Research Advisors, Inc. (Stuart FL)
CT
10/05/2010 - 06/28/2013
NEW ENGLAND SECURITIES (BLOOMFIELD CT)
CT
05/07/2009 - 05/04/2010
M HOLDINGS SECURITIES, INC. (SIMSBURY CT)
CT
12/02/2008 - 05/13/2009
SIGNATOR INVESTORS, INC. (ROCKY HILL CT)
GA
12/03/1993 - 06/01/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
GA
12/03/1993 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)
MA
01/08/1987 - 12/08/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
07/02/1985 - 12/23/1986
PHOENIX EQUITY PLANNING CORPORATION
NA
03/30/1982 - 06/12/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travon Sexton is the right advisor for you? Invested Better is here to help.
