Travis LewisCRD Number: 4537419
Current Firm: 7 Streets Financial, LLC
Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Diego, CA and has over 15 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|7 Streets Financial, LLC||San Diego, CA||Jun 2016 - Current||1|
|Lpl Financial LLC||San Diego, CA||Aug 2011 - Current||6|
|Blueprint Wealth Partners, LLC||San Diego, CA||Jul 2011 - Current||6|
|Securiites America Advisors, Inc.||San Diego, CA||Oct 2006 - Jul 2011||4|
|Coghlan Financial Group, LLC||San Diego, CA||Jun 2006 - Jul 2011||5|
|Securities America, Inc.||San Diego, CA||May 2006 - Jul 2011||5|
|Travis Lewis||El Cajon, CA||Sep 2005 - Jul 2011||5|
|Travis Lewis - Notary Service||El Cajon, CA||Sep 2005 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management61MILLIONS
Total Number of Accounts183ACCOUNTS
Average Account Value$333,098
- 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
- Educational seminars/workshops
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