Travis Lewis, financial advisor San Diego CA
93 score

Travis Lewis

CRD Number: 4537419
Current Firm: Blueprint Wealth Partners

Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at Blueprint Wealth Partners in San Diego, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
7 Streets Financial, LLC San Diego, CA Jun 2016 - Current < 1
Lpl Financial LLC San Diego, CA Aug 2011 - Current 5
Blueprint Wealth Partners, LLC San Diego, CA Jul 2011 - Current 5
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
Contact Info for Travis S. Lewis
Phone Number: 916-978-1452
Registered State(s):
  • CA
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)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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