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||2|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.