TM
CFP
TM
CFP

Travis Mcgann

20 Years of Experience
Glendale, AZ
BrokerSells Insurance

Travis Mcgann is a CFP-designated registered investment advisor, based in Glendale, AZ, with 20 years of industry experience.

Location

7170 W Camino San Xavier, Ste D118, Glendale, AZ, 85308

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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 ActivitiesSells Insurance

Travis manages a residential rental property and dedicates minimal time to it. He is also a life insurance agent selling fixed insurance products, spending a few hours per week on this activity, and is involved with ST Partners LLC, a real estate holding, remodeling, and leasing company, spending minimal time on oversight.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - May 2019 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
January 2011 - November 2017 · 6 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2017 · 6 yrs 10 mos
Wells Fargo Investments, LLC
December 2009 - January 2011 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
December 2009 - January 2011 · 1 yr 1 mo
Chase Investment Services CORP.
April 2008 - December 2009 · 1 yr 8 mos
Chase Investment Services CORP.Broker
February 2006 - December 2009 · 3 yrs 10 mos
State Registrations8 states
AZCAFLILMEMTTXWA
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.
Travis Mcgann - Financial Advisor | TrueAdvisor