Travis Crum
Travis Crum is a registered investment advisor at LPL Financial LLC, based in Columbia, MO, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
720 E Broadway, Columbia, MO, 65201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis operates his LPL business under the DBA Central Investment Advisors and is an agent for Central Trust Bank selling non-variable insurance products, including annuities and long-term care hybrid policies. He also owns Crum Farm & Stables and rental properties, dedicating about a quarter of his time to the farm and minimal time to the rental properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Pfic Advisors, INC.
Pfic Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.