Travis Crum, financial advisor Columbia MO
93 score

Travis Crum

CRD Number: 4623364
Current Firm: Invest Financial Corporation

Travis Crum (CRD# 4623364) is an Investment Advisor Representative working at Invest Financial Corporation in Columbia, MO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Columbia, MO Apr 2007 - Current 9
Investor Services Columbia, MO Jan 2007 - Current 9
Pfic Securities Corp Franklin, TN Jan 2007 - Current 9
Pfic Advisors Franklin, TN Jan 2007 - Current 9
South West University Springfield, MO Dec 2003 - Current 13
Martinsburg Bank & Trust Hallsville, MO Apr 2006 - Dec 2006 < 1
Securities America Advisors Inc. Hallsville, MO Jan 2006 - Dec 2006 < 1
Securities America Inc. Haysville, MO Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Travis A. Crum
Phone Number: (813) 880-5300
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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