Travis Cook (CRD# 3019217) is an Investment Advisor Representative working at Ridgeline Asset Management, LLC in Durango, CO and has over 24 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 2791775
Lpl Financial LLC
CRD# 6885061
Cwm, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgeline Asset Management, LLC | Frisco, TX | Sep 2018 - Current | 5 |
| Wealthsource Partners, LLC | Castle Rock, CO | Mar 2016 - Current | 8 |
| Ridgeline Asset Management, LLC | Castle Rock, CO | Jan 2014 - Current | 10 |
| Avant-garde Advisors LLC | Castle Rock, CO | Apr 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management53MILLIONS
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Total Number of Accounts150ACCOUNTS
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Average Account Value$353,937
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX
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