Travis Whitaker, financial advisor Loveland CO
93 score

Travis Whitaker

CRD Number: 5953984
Current Firm: Cambridge Investment Research Advisors, Inc.

Travis Whitaker (CRD# 5953984) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Loveland, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Sep 2017 - Current < 1
The Emissary Group Loveland, CO Jun 2017 - Current < 1
Starbucks Loveland, CO Mar 2015 - Current 3
Ameritas Investment Corp Lincoln, NE Jul 2017 - Sep 2017 < 1
Capital Choice Financial Services Greensboro, GA Jun 2017 - Sep 2017 < 1
Pfs Investments Inc. Loveland, CO Jul 2011 - Jun 2017 5
Primerica Financial Services Loveland, CO Feb 2011 - Jun 2017 6
Fitness One Cheyenne, WY Jun 2012 - Dec 2013 1
Consolidated Electrical Distributors Fort Collins, CO Feb 2013 - Jul 2013 < 1
Melchior Law Firm Cheyenne, WY Nov 2012 - Dec 2012 < 1
City Of Cheyenne Cheyenne, WY Oct 2007 - Sep 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Travis J. Whitaker
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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