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Crescent Advisor Group, Inc.
SEC-regulated
Registered investment advisor
Russell Travis is an Investment Advisor Representative at Crescent Advisor Group, Inc., with a background in finance spanning from 2001 to the present. As a registered representative of Crescent Securities Group, Inc., he may receive variable transaction-based compensation, potentially influencing product recommendations. However, there are no reported disciplinary issues or additional compensations to note.
Clients' advisory accounts are regularly supervised, with systematic random monitoring and quarterly reviews by a designated principal. More active or larger accounts may undergo more frequent assessments. Supervision ensures that transactions align with clients' objectives, quality standards, and financial profiles. Communication with clients is also monitored to ensure appropriate investment advice. Nick Duren, the President, is responsible for overseeing the supervision of Investment Advisor Representatives at the firm.
For further details, the SEC's website offers additional information on Russell Travis.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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