Travis Eiklor (CRD# 7632309) is an Investment Advisor Representative working at Csp Financial Group LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csp Financial Group LLC | Scottsdale, AZ | Nov 2023 - Current | < 1 |
| Prudent Financial Mgt | Edmond, OK | Nov 2022 - Nov 2023 | 1 |
| Prudent Financial Management LLC | Edmond, OK | Sep 2022 - Nov 2023 | 1 |
| Self | Oklahoma City, OK | Apr 2019 - Nov 2022 | 3 |
| Unemployed | Multiple, OK | Apr 2019 - Aug 2022 | 3 |
| Miles Sand And Gravel | Puyallup, WA | Apr 2016 - Apr 2019 | 3 |
| Miles Sand And Gravel | Puyallup, OK | Apr 2015 - Apr 2019 | 4 |
| Abc Roofing | Tacoma, OK | Sep 2015 - Apr 2016 | < 1 |
| Abc Roofing | Lakewood, WA | Sep 2015 - Mar 2016 | < 1 |
| Ready Ice | Tacoma, OK | Apr 2015 - Sep 2015 | < 1 |
| Ready Ice | Lakewood, OK | Apr 2015 - Aug 2015 | < 1 |
| None | Tacoma, OK | Jan 2013 - Apr 2015 | 2 |
| Continental Construction Company | Puyallup, WA | Sep 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, DC, FL, GA, IA, IL, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, OK, PA, SC, TN, TX, VA, WA, WI, WV
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