Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 7 Streets Financial, LLC | San Diego, CA | Jun 2016 - Current | 7 |
| Lpl Financial LLC | San Diego, CA | Aug 2011 - Current | 12 |
| Blueprint Wealth Partners, LLC | San Diego, CA | Jul 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CA
- TX
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts270ACCOUNTS
-
Average Account Value$327,407
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, TX
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