Travis Rivers, financial advisor Mccordsville IN

Travis Rivers

CRD Number: 6256789
Current Firm: Avantax Advisory Services

Travis Rivers (CRD# 6256789) is an Investment Advisor Representative working at Avantax Advisory Services in Mccordsville, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Rfs, Lllc Fortville, IN Nov 2018 - Current 5
Avantax Insurance Agency, LLC Fortville, IN Aug 2016 - Current 7
Avantax Advisory Services Fortville, IN Oct 2014 - Current 9
Winters Cpa Group LLC Carthage, IN Jan 2014 - Current 10
Avantax Investment Services, Inc. Fortville, IN Sep 2013 - Current 10
Robert C. Winters Professional Corporation Carthage, IN Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Travis L. Rivers
Phone Number: 972-870-6000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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