Travis Lewicki, financial advisor Coral Springs FL

Travis Lewicki

CRD Number: 7112386
Current Firm: Kris Lewicki & Associates, LLC

Travis Lewicki (CRD# 7112386) is an Investment Advisor Representative working at Kris Lewicki & Associates, LLC in Coral Springs, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kris Lewicki & Associates, LLC Coral Springs, FL Apr 2019 - Current 5
Adt LLC Boca Raton, FL Jul 2017 - Apr 2019 1
Riverland Staffins Solutions, LLC Boca Raton, FL Apr 2015 - Jul 2017 2
Rn Network Boca Raton, FL Mar 2014 - Mar 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Travis M. Lewicki
Phone Number: 954-324-3550
Registered State(s):
  • FL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $332,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NC, TX

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