Travis Whitaker, financial advisor Loveland CO
90 score

Travis Whitaker

CRD Number: 5953984
Current Firm: Primerica Advisors

Travis Whitaker (CRD# 5953984) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Starbucks Loveland, CO Mar 2015 - Current 1
Pfs Investments Inc. Loveland, CO Jul 2011 - Current 5
Primerica Financial Services Loveland, CO Feb 2011 - Current 5
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
University Of Wyoming Laramie, WY Aug 2005 - Oct 2007 2
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 Whitaker
Phone Number: 800-544-5445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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