Travis A. Morrow (CRD# 4145826) is Owner and President of 3 Rivers Financial Group in Kennewick WA.
He started in the financial industry March of 1998 and worked as a rep for a retail firm.
In 2001 he broke away from retail and worked as VP Of Risk Management for an independent firm.
Based on advice he received from his CPA in 2003, Mr. Morrow created his own company, Morrow Financial Group, Inc. for tax reasons.
In 2008 he decided to go it alone and created a niche based practice that focused and continues to focus on retirement planning. He added a DBA to his company name of 3 Rivers Financial Group so as to appeal to the area's consumer base.
In 2012 he obtained his series 65 (S65) to offer Fiduciary centered advice and has been growing his firm ever since.
He has a total of over 24 years experience in the financial and investment advice industry and hundreds of clients in many states across the US.
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Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Kennewick, WA | Oct 2020 - Current | 3 |
| Verus Capital Partners, LLC | Kennewik, WA | Jan 2014 - Current | 10 |
| Securities America, Inc. | Kennewick, WA | Feb 2011 - Current | 13 |
| 3 Rivers Financial Group | Kennewick, WA | Jun 2008 - Current | 15 |
| Morrow Financial Group, Inc. | Kennewick, WA | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- WA
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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
- 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
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
Securities through Securities America, Inc., Member FINRA/SIPC. Travis A. Morrow, Registered Representative. Advisory Services offered through Verus Capital Partners, LLC., Travis A. Morrow, Investment Advisor Representative. 3 Rivers Financial Group, Verus Capital Partners, LLC., and Securities America are separate entities.
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