professional profile
David R Travis, CFP
Overview
David R Travis is an insurance agent, a registered representative and an investment adviser representative based in Towson, MD, with 29 years in the industry.
- Years in the industry
- 29
- States licensed
- 2
- States registered
- 22
- Exams passed
- 4
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 2 states
- Registered in 22 states
3 lines of authority, with every state and its dates
Firms
- Commonwealth Financial NetworkCurrent firm
- Financial Council Inc.Current firm
Employment history since 1997
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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