Travis Spicer, financial advisor Cuyahoga Falls OH
89 score

Travis Spicer

CRD Number: 6243718
Current Firm: Edward Jones

Travis Spicer (CRD# 6243718) is an Investment Advisor Representative working at Edward Jones in Cuyahoga Falls, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2013 - Current 3
Arizona National Guard Marana, AZ Jan 2008 - Sep 2013 5
Department Of Defense Marana, AZ Mar 2008 - Apr 2011 3
Ohio National Guard Canton, OH Nov 2001 - Dec 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Travis A. Spicer
Phone Number: 314-515-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
89
Clean Record
This advisor has a clean track record with regulators.

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