Travis WoodsCRD Number: 5557118
Current Firm: Efp Advisors
Travis Woods (CRD# 5557118) is an Investment Advisor Representative working at Efp Advisors in Jackson, MS and has over 13 years of experience in the finance industry. Travis Woods 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.
Bergland Wealth Management, Inc.
|Maybe Finance, Inc.||Birmingham, AL||Sep 2021 - Current||< 1|
|Efp Advisors Inc D/b/a Collaborative Advice||Jackson, MS||Jan 2014 - Current||8|
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2013 - Nov 2016||3|
|Cs Planning Corp||Jackson, MS||Aug 2010 - Jan 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management284MILLIONS
Total Number of Accounts1,226ACCOUNTS
Average Account Value$231,265
- 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
- Pension consulting services
AL, FL, GA, LA, MS, NE, TN, TX
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