Travis Lewis, financial advisor San Diego CA
93 score

Travis Lewis

CRD 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.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Similar Advisors
Mick Heyman, financial advisor San Diego CA
Mick Heyman
CRD# 2626240
Heyman Investment Counseling LLC
Company Name Location Dates Years
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
Contact Info for Travis S. Lewis
Phone Number: 619-798-3372
Firm Website:
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Travis Lewis and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.