Travis Wasson (CRD# 4624974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Huntington Beach, CA and has over 19 years of experience in the finance industry. Travis Wasson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Resources & Insurance, Inc. | Huntington Beach, CA | Jan 2019 - Current | 5 |
| Osaic Wealth, Inc. | Huntington Beach, CA | Nov 2018 - Current | 5 |
| Capital Resources & Insurance, Inc. | Huntington Beach, CA | Feb 1997 - Dec 2018 | 21 |
| Signator Investors, Inc. | Huntington Beach, CA | May 2016 - Nov 2018 | 2 |
| Intersecurities, Inc. | Huntington Beach, CA | Sep 2009 - May 2016 | 6 |
| Transamerica Financial Advisors | Los Angeles, CA | Jan 2003 - May 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- CA
- FL
- IL
- MA
- NJ
- OH
- PA
- RI
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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