Travis Chance (CRD# 4919623) is an Investment Advisor Representative working at Cfg Wealth Management, LLC in Statesboro, GA and has over 14 years of experience in the finance industry. Travis Chance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6297840
Edward Jones
CRD# 5908277
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3087626
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cfg Tax Planning, LLC | Statesboro, GA | Feb 2022 - Current | 2 |
| Farm Hub Partners, LLC | Statesboro, GA | Mar 2021 - Current | 3 |
| Cfg Holdings LLC | Statesboro, GA | Mar 2018 - Current | 6 |
| Cfg Wealth Management, LLC | Statesboro, GA | Jan 2015 - Current | 9 |
| City Councilman | Statesboro, GA | Jan 2008 - Current | 16 |
| T.l. Chance Inc. | Statesboro, GA | Jul 2007 - Current | 16 |
| Farm Core Advisors | Statesboro, GA | Jan 2013 - Dec 2017 | 4 |
| Cfd Investments, Inc. | Kokomo, IN | Apr 2012 - Dec 2014 | 2 |
| Creative Financial Designs, Inc. | Kokomo, IN | Apr 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- GA
- SC
-
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
GA, SC
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