Travis Teague, financial advisor Fort Smith AR
93 score

Travis Teague

CRD Number: 3123021
Current Firm: 1st Global Advisors Inc.

Travis Teague (CRD# 3123021) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Fort Smith, AR and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors Inc. Fort Smith, AR Sep 2005 - Current 11
1st Global Insurance Services, Inc. Fort Smith, AR Jan 2005 - Current 11
Beall Barclay & Company, Plc Fort Smith, AR Sep 2004 - Current 12
1st Global Capital Corp. Fort Smith, AR Sep 2004 - Current 12
Beall Barclay Advisors, LLC Fort Smith, AR Jan 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Travis A. Teague
Phone Number: 214-294-5000
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • 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, 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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