Travis Woods, financial advisor Jackson MS
96 score

Travis Woods

CRD 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 7 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.

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Professional Designations
Company Name Location Dates Years
Efp Advisors Inc D/b/a W. O. Stone Advisors Jackson, MS Jan 2014 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Jan 2013 - Current 3
Cs Planning Corp Jackson, MS Aug 2010 - Jan 2014 3
Mississippi State University Brandon, MS Feb 2009 - Aug 2010 1
Solomon Financial Jackson, MS Mar 2009 - Aug 2009 < 1
Stanford Group Company Jackson, MS Jun 2008 - Feb 2009 < 1
Mississippi State University Brandon, MS Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Travis B. Woods
Phone Number: 601-206-0006
Registered State(s):
  • LA
  • MS
By the Numbers
  • Total Assets Under Management
    130
    MILLIONS
  • Total Number of Accounts
    1,227
    ACCOUNTS
  • Average Account Value
    $105,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, GA, LA, MS, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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