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CFP
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CFP

Travis Moore

Ausdal Financial Partners, INC.
21 Years of Experience
Summerville, SC
Broker
View SEC Summary
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Travis Moore is a CFP-designated registered investment advisor at Ausdal Financial Partners, INC., based in Summerville, SC, with 21 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

810 Traveleres Blvd., Suite A-1, Summerville, SC, 29485

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Travis is the owner of Cornerstone Financial Strategies, LLC, an independent investment planning firm, since 2021. He dedicates full-time hours to assisting clients with portfolio management, retirement income, and asset protection.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
October 2024 - Present · 2 yrs
Ausdal Financial Partners, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Intervest International, INC.
July 2010 - November 2024 · 14 yrs 4 mos
Intervest International Equities CorporationBroker
July 2010 - November 2024 · 14 yrs 4 mos
Edward Jones
January 2007 - July 2010 · 3 yrs 6 mos
Edward JonesBroker
November 2004 - July 2010 · 5 yrs 8 mos
State Registrations23 states
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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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