William Travis, financial advisor Memphis TN
88 score

William Travis

CRD Number: 5921746
Current Firm: Legacy Wealth Management Inc.

William Travis (CRD# 5921746) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management Memphis, TN May 2014 - Current 2
First Tennessee Bank Memphis, TN Dec 2011 - May 2014 2
Memphis Ice Machine Memphis, TN Jul 2011 - Dec 2011 < 1
Morgan Keegan Memphis, TN May 2011 - Jun 2011 < 1
None Memphis, MS Jan 2011 - May 2011 < 1
Kinnucans Oxford, MS May 2010 - Dec 2010 < 1
University Of Mississippi Oxford, MS Aug 2007 - Dec 2010 3
Holcomb Dunbar Law Offices Oxford, MS Sep 2007 - May 2008 < 1
G&h Construction Horn Lake, MS Apr 2006 - Aug 2007 1
Northwest Community College Southaven, MS Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for William B. Travis
Phone Number: 901-758-9006
Registered State(s):
  • TN
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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

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