Brad Travis (CRD# 2509523) is an Investment Advisor Representative working at Capital Investment Management Inc. in Leitchfield, KY and has over 29 years of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 4737382
State Farm Investment Management Corp.
CRD# 6191737
First Command Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Buckles, Travis & Hart Pllc | Leitchfield, KY | Aug 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- KY
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts402ACCOUNTS
-
Average Account Value$107,955
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
KY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.