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Paul Travis
from Community Financial Group, Inc.
Paul Travis is a financial advisor based in Massachusetts, Marlborough,
with 28 years of experience. Paul currently works for
Community Financial Group, Inc..
Paul maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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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Paul Travis works at Community Financial Group, Inc.
Community Financial Group, Inc. is a financial advisory firm based in Marlborough, Massachusetts. It currently has approximately $67,126,084 of assets under management and employs about 4 people. Community Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
201 Boston Post Road West, Suite 406, Marlborough, Massachusetts, 1752
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