Travis SholinCRD Number: 6329892
Current Firm: Cetera Advisor Networks LLC
Travis Sholin (CRD# 6329892) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Cetera Advisor Networks||Omaha, NE||Jun 2014 - Current||3|
|Student At Uccs||Colorado Springs, CO||Aug 2010 - May 2014||3|
|Self Employed||Omaha, NE||Apr 2007 - Aug 2010||3|
|Millard Public Schools||Omaha, NE||Aug 1998 - May 2010||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management15,298MILLIONS
Total Number of Accounts68,142ACCOUNTS
Average Account Value$224,499
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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