Travis Crowell is a registered investment advisor, based in Southlake, TX, with 18 years of industry experience.
Location
1560 E Southlake Blvd, Southlake, TX, 76092
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Travis is an advisor for Outdoor Lifestyle Strategies, LLC BDA Springs Wealth Group, a DBA/support company, since June 2020. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
April 2024 - June 2025 · 1 yr 2 mos
Ameriprise Financial Services, LLCBroker
April 2024 - June 2025 · 1 yr 2 mos
Leo Wealth, LLC
October 2021 - April 2024 · 2 yrs 6 mos
Leo Brokerage, LLCBroker
April 2012 - April 2024 · 12 yrs
Bft Financial Group, LLC
April 2012 - January 2022 · 9 yrs 9 mos
Chase Investment Services CORP.
November 2009 - April 2012 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
November 2009 - April 2012 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
May 2007 - October 2009 · 2 yrs 5 mos
Ameriprise Financial Services, INC.
May 2007 - October 2009 · 2 yrs 5 mos
State Registrations4 states
COFLMNTX
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.