Cumbie Advisory Services, Inc.

Cumbie Advisory Services, Inc. (CRD# 142606) is a financial advisory firm headquartered in Fort Worth, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Cumbie Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
Travis W. Soppe
CRD#: 4839935
306 West 7th Street, Suite 442, Fort Worth, TX 76102

Travis Soppe (CRD# 4839935) is an Investment Advisor Representative working at Cumbie Advisory Services, Inc. in Fort Worth, TX and has over 6 years of experience in the finance industry. Travis Soppe 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.

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