Travis Cullman (CRD# 6153106) is an Investment Advisor Representative working at Sagespring Wealth Partners in Knoxville, TN and has over 10 years of experience in the finance industry. Travis Cullman has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Spring Wealth Partners | Knoxville, TN | Nov 2022 - Current | 1 |
| Cullman Wealth Team | Knoxville, TN | May 2022 - Current | 2 |
| Dixon Wells | Knoxville, TN | Jul 2019 - Current | 5 |
| Raymond James Financial Services | Knoxville, TN | Oct 2013 - Current | 11 |
| Southwestern Investment Advisory Services | Knoxville, TN | Jul 2017 - Nov 2022 | 5 |
| Southwestern Investment Group | Knoxville, TN | Jan 2014 - Nov 2022 | 8 |
| Raymond James Financial Services Advisors Inc. | Knoxville, TN | Mar 2014 - Jul 2017 | 3 |
| Brentwood United Methodist Church | Brentwood, TN | Feb 2013 - Dec 2014 | 1 |
| Self-employed | Franklin, TN | May 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
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