Travon Sexton, financial advisor Stuart FL
93 score

Travon Sexton

CRD Number: 1030735
Current Firm: Cambridge Investment Research Advisors, Inc.

Travon Sexton (CRD# 1030735) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stuart, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2014 - Current 2
Cambridge Investment Research Inc. Fairfield, IA Sep 2013 - Current 3
New England Securities West Hartford, CT Sep 2010 - Jun 2013 2
Unemployed Canton, CT May 2010 - Sep 2010 < 1
Wealth Preservation Partners Simsbury, CT Jun 2009 - May 2010 < 1
M Holdings Securities, Inc. Portland, OR Apr 2009 - May 2010 1
Wealth Mgmt Advisors, LLC Simsbury, CT Apr 2009 - Jun 2009 < 1
Signator Investors, Inc. Rocky Hill, CT Oct 2008 - Mar 2009 < 1
Unemployed Atlanta, GA Jun 2007 - Sep 2008 1
Lincoln Financial Advisors Corporation Virginia Beach, VA Oct 1993 - May 2008 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Oct 1987
Contact Info for Travon Sexton
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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