Paul Travis, financial advisor Marlborough MA

Paul Travis

CRD Number: 2791056
Current Firm: Community Financial Group, Inc.

Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Community Financial Group, Inc. Marlborough, MA Nov 2003 - Current 17
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Dec 2003 - Nov 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Jul 1999
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Paul M. Travis
Phone Number: 508-251-2716
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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