Echols Financial Services

Echols Financial Services (CRD# 137474) is a financial advisory firm headquartered in Cumming, GA. They manage $10,578,487 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $107,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

GA

Financial Advisors at Echols Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Travis G. Echols
CRD#: 4485874
1205 Peachtree Pkwy, Suite 1104, Cumming, GA 30040
93
Wealthminder
score

Travis Echols (CRD# 4485874) is an Investment Advisor Representative working at Echols Financial Services in Cumming, GA and has over 16 years of experience in the finance industry.

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