Travis Ames (CRD# 5074649) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 17 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Addison, TX | Jun 2022 - Current | 1 |
| Park Avenue Securities | Addison, TX | Jun 2022 - Current | 1 |
| Park Avenue Securities | Virginia Beach, VA | Mar 2016 - Jun 2022 | 6 |
| Guardian Life Insurance Company | Virginia Beach, VA | Jan 2016 - Jun 2022 | 6 |
| Sagepoint Financial | Virginia Beach, VA | Feb 2014 - Jan 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- CA
- DC
- FL
- GA
- IN
- MD
- MA
- NC
- TX
- VA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- 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, WY
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