Travis McCurry (CRD# 5652842) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
CRD# 6375005
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Benefits Group, LLC | Knoxville, TN | Nov 2019 - Current | 4 |
| M Holdings Securities, Inc. | Portland, OR | Nov 2019 - Current | 4 |
| Massmutual Life Insurance Company | Brentwood, TN | Mar 2009 - Nov 2019 | 10 |
| Mml Investor Services | Knoxville, TN | Mar 2009 - Nov 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- TN
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Total Assets Under Management4,514MILLIONS
-
Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- 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)
- Publication of periodicals or newsletters
- 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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