TM
CFP
TM
CFP

Travis Munro

23 Years of Experience
Humble, TX
1 DisclosureBroker

Travis Munro is a CFP-designated registered investment advisor, based in Humble, TX, with 23 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold.

Location

5810 Wilson Road, Suite 150, Humble, TX, 77396

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History

Regulatory History (1)
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Customer Dispute
August 2008
Denied
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
February 2026 - Present · 8 mos
Steward Partners Investment Solutions, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
Momentum Independent Network INC.Broker
August 2024 - February 2026 · 1 yr 6 mos
Momentum Independent Network INC.
August 2024 - February 2026 · 1 yr 6 mos
Capital Analysts
April 2014 - August 2024 · 10 yrs 4 mos
Lincoln InvestmentBroker
August 2010 - August 2024 · 14 yrs
Lincoln Investment
August 2010 - August 2024 · 14 yrs
Great American Advisors, INC.
August 2006 - August 2010 · 4 yrs
Great American Advisors, INC.Broker
January 2004 - August 2010 · 6 yrs 7 mos
Institutional Securities CorporationBroker
March 2003 - April 2004 · 1 yr 1 mo
State Registrations11 states
ARCOINLANCNVOHTNTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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