Travis EwellCRD Number: 3023545
Current Firm: Hornor, Townsend & Kent, Inc.
Travis Ewell (CRD# 3023545) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Orem, UT and has over 20 years of experience in the finance industry.
Uma Financial Services Inc.
|Penn Mutual Life Ins Co||Horsham, PA||Jun 2012 - Current||6|
|Hornor Townsend & Kent Inc.||Horsham, PA||Jun 2012 - Current||6|
|Strategic Financial Partners||Colorado Springs, CO||Oct 2011 - May 2012||< 1|
|Securian Financial Services, Inc.||Ogden, UT||Jul 1999 - May 2012||12|
|Minnesota Life Ins Co||St. Paul, MN||Jun 1999 - May 2012||12|
|Heritage Group Benefits, LLC||Ogden, UT||Jun 1999 - Oct 2011||12|
|Heritage Financial Group||Ogden, UT||Jun 1999 - Oct 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management1,216MILLIONS
Total Number of Accounts4,093ACCOUNTS
Average Account Value$297,128
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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