Travis CrumpCRD Number: 5343740
Current Firm: Raymond James Financial Services Advisors, Inc.
Travis Crump (CRD# 5343740) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sun City West, AZ and has over 10 years of experience in the finance industry.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
|Raymond James Financial Services Advisors Inc.||Sun City West, AZ||Mar 2013 - Current||4|
|Crump Financial Services||Sun City West, AZ||Mar 2013 - Current||4|
|Raymond James Financial Services||Sun City West, AZ||Feb 2013 - Current||4|
|Legacy Financial Group||Sun City West, AZ||Feb 2013 - Current||4|
|Primary Az Financial||Sun City West, AZ||Apr 2013 - Feb 2014||< 1|
|Edward Jones||St. Louis, MO||May 2007 - Feb 2013||5|
|Utah State University||Logan, UT||Oct 2006 - May 2007||< 1|
|Self-employed||Logan, UT||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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